9040 Town Center Parkway
Lakewood Ranch, Florida 34202
Tel: (800) 345-4635
CLARITY CAPITAL ADVISORS, LLC, formally registered with the SEC as CLARITY CAPITAL ADVISORS, LLC. The firm was established in 02/12/2021. They have over 1 offices throughout the country.
CLARITY CAPITAL ADVISORS, LLC is a Lakewood Ranch, Florida based Financial Planning firm with nearly $324,264,643 assets under management, offering retirement planning & investment advisory services to 262 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282405 |
SEC# | 801-120316 |
Assets Managed by Firm | $324,264,643 |
No. of Clients | 262 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 262 | $324,264,643 |
Individuals (other than high net worth individuals) | 10 | $5,845,940 |
High net worth individuals | 49 | $276,159,918 |
Pension and profit sharing plans | 12 | $42,258,785 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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