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CLARITY WEALTH ADVISORS
2160 The Alameda
Suite A
San Jose, California 95126
Tel: 408-560-3220
About CLARITY WEALTH ADVISORS
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| 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 |
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