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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