2160 The Alameda
Suite A
San Jose, California 95126
Tel: 408-560-3220
CLARITY WEALTH ADVISORS, formally registered with the SEC as CLARITY WEALTH ADVISORS. The firm was established in 02/24/2014. They have over 1 offices throughout the country.
CLARITY WEALTH ADVISORS is a San Jose, California based Financial Planning firm with nearly $478,899,915 assets under management, offering retirement planning & investment advisory services to 1192 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157913 |
SEC# | 801-79251 |
Assets Managed by Firm | $478,899,915 |
No. of Clients | 1192 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1192 | $478,899,915 |
Individuals (other than high net worth individuals) | 123 | $35,570,027 |
High net worth individuals | 202 | $426,786,823 |
Pension and profit sharing plans | 4 | $16,027,230 |
Charitable organizations | 1 | $515,835 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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