284 S. Main Street
Suite 900
Alpharetta, Georgia 30009
Tel: 678-293-8667
CLEAR INVESTMENT RESEARCH, LLC, formally registered with the SEC as CLEAR INVESTMENT RESEARCH, LLC. The firm was established in 09/05/2014. They have over 1 offices throughout the country.
CLEAR INVESTMENT RESEARCH, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $5,844,759,390 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172685 |
SEC# | 801-80259 |
Assets Managed by Firm | $5,844,759,390 |
No. of Clients | 260 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 260 | $5,844,759,390 |
Individuals (other than high net worth individuals) | 52 | $12,667,842 |
High net worth individuals | 36 | $65,140,548 |
Pension and profit sharing plans | 26 | $5,758,829,879 |
Charitable organizations | Fewer than 5 clients | $8,121,121 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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