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THE CLARUS GROUP
520 Post Oak Blvd.
Suite 750
Houston, Texas 77027
Tel: 713-621-3500
About THE CLARUS GROUP
THE CLARUS GROUP, formally registered with the SEC as THE CLARUS GROUP. The firm was established in 09/02/2020. They have over 4 offices throughout the country.
THE CLARUS GROUP is a Houston, Texas based Financial Planning firm with nearly $877,307,586 assets under management, offering retirement planning & investment advisory services to 1807 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310163 |
| SEC# | 801-119388 |
| Assets Managed by Firm | $877,307,586 |
| No. of Clients | 1807 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1807 | $877,307,586 |
| Individuals (other than high net worth individuals) | 422 | $141,680,484 |
| High net worth individuals | 184 | $733,521,905 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,105,197 |
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