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CLARFELD
520 White Plains Road
3rd Floor
Tarrytown, New York 10591
Tel: 914-846-0100
About CLARFELD
CLARFELD, formally registered with the SEC as CLARFELD. The firm was established in 02/20/1992. They have over 32 offices throughout the country.
CLARFELD is a Tarrytown, New York based Financial Planning firm with nearly $12,689,956,000 assets under management, offering retirement planning & investment advisory services to 7305 clients. The firm is staffed with 160 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106743 |
| SEC# | 801-40835 |
| Assets Managed by Firm | $12,689,956,000 |
| No. of Clients | 7305 |
| No. of Advisors | 160 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7305 | $12,689,956,000 |
| High net worth individuals | 1757 | $10,490,099,000 |
| Charitable organizations | 38 | $514,429,000 |
| Corporations or other businesses | 56 | $1,685,428,000 |
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