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CLEARSHARES LLC
606 Bald Eagle Drive, Suite 608
Marco Island, Florida 34145
Tel: 212-292-0959
About CLEARSHARES LLC
CLEARSHARES LLC, formally registered with the SEC as CLEARSHARES LLC. The firm was established in 06/29/2011. They have over 1 offices throughout the country.
CLEARSHARES LLC is a Marco Island, Florida based Financial Planning firm with nearly $380,586,476 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157531 |
| SEC# | 801-72414 |
| Assets Managed by Firm | $380,586,476 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $380,586,476 |
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