CLARIS ADVISORS, LLC

800 Market Street
Suite 500
St. Louis, Missouri 63101-2501
Tel: 314-655-5504

About CLARIS ADVISORS, LLC

CLARIS ADVISORS, LLC, formally registered with the SEC as CLARIS ADVISORS, LLC. The firm was established in 07/07/2006. They have over 1 offices throughout the country.

CLARIS ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $800,716,319 assets under management, offering retirement planning & investment advisory services to 937 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117734
SEC#	801-66993
Assets Managed by Firm	$800,716,319
No. of Clients	937
No. of Advisors	5

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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	937	$800,716,319
Individuals (other than high net worth individuals)	177	$70,158,973
High net worth individuals	134	$706,070,968
Pension and profit sharing plans	9	$18,053,756
Charitable organizations	Fewer than 5 clients	$309,989
Corporations or other businesses	Fewer than 5 clients	$6,122,633

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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