CLARITY INVESTMENTS + PLANNING LLC

118 North Bedford Road
Suite 100
Mount Kisco, New York 10549
Tel: (212) 730-7029

About CLARITY INVESTMENTS + PLANNING LLC

CLARITY INVESTMENTS + PLANNING LLC, formally registered with the SEC as CLARITY INVESTMENTS + PLANNING LLC. The firm was established in 12/16/2008. They have over 3 offices throughout the country.

CLARITY INVESTMENTS + PLANNING LLC is a Mount Kisco, New York based Financial Planning firm with nearly $105,894,329 assets under management, offering retirement planning & investment advisory services to 275 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148888
SEC#	801-69808
Assets Managed by Firm	$105,894,329
No. of Clients	275
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	275	$105,894,329
Individuals (other than high net worth individuals)	43	$23,149,222
High net worth individuals	43	$80,955,228
Pension and profit sharing plans	Fewer than 5 clients	$1,789,879

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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