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Home > Retirement Planners > iowa > ames > CLARITY ASSET MANAGEMENT, INC.
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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