CLARO ADVISORS, LLC

100 High Street
Suite 950
Boston, Massachusetts 02110
Tel: (800) 604-2838

About CLARO ADVISORS, LLC

CLARO ADVISORS, LLC, formally registered with the SEC as CLARO ADVISORS, LLC. The firm was established in 10/08/2014. They have over 7 offices throughout the country.

CLARO ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,019,639,439 assets under management, offering retirement planning & investment advisory services to 3282 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160294
SEC#	801-80372
Assets Managed by Firm	$1,019,639,439
No. of Clients	3282
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3282	$1,019,639,439
Individuals (other than high net worth individuals)	728	$196,930,880
High net worth individuals	254	$700,862,651
Pension and profit sharing plans	18	$18,539,808
Charitable organizations	5	$5,664,898
Corporations or other businesses	13	$95,660,952

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