CLARITY ASSET MANAGEMENT, INC.

2117 Philadelphia Street
Suite 100
Ames, Iowa 50010
Tel: 515-233-3152

About CLARITY ASSET MANAGEMENT, INC.

CLARITY ASSET MANAGEMENT, INC, formally registered with the SEC as CLARITY ASSET MANAGEMENT, INC. The firm was established in 07/23/2013. They have over 6 offices throughout the country.

CLARITY ASSET MANAGEMENT, INC. is a Ames, Iowa based Financial Planning firm with nearly $204,271,016 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115699
SEC#	801-78348
Assets Managed by Firm	$204,271,016
No. of Clients	573
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	573	$204,271,016
Individuals (other than high net worth individuals)	195	$83,212,139
High net worth individuals	69	$120,536,533
Charitable organizations	1	$522,344

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