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CLARE MARKET INVESTMENTS, LLC
4311 W. Lovers Lane
Suite 101
Dallas, Texas 75209
Tel: 866.659.1019
About CLARE MARKET INVESTMENTS, LLC
CLARE MARKET INVESTMENTS, LLC, formally registered with the SEC as CLARE MARKET INVESTMENTS, LLC. The firm was established in 02/04/2019. They have over 1 offices throughout the country.
CLARE MARKET INVESTMENTS, LLC is a Dallas, Texas based Financial Planning firm with nearly $556,000,000 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 217515 |
| SEC# | 801-114649 |
| Assets Managed by Firm | $556,000,000 |
| No. of Clients | 601 |
| No. of Advisors | 4 |
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 | 601 | $556,000,000 |
| Individuals (other than high net worth individuals) | 109 | $35,400,000 |
| High net worth individuals | 97 | $504,000,000 |
| Pension and profit sharing plans | 3 | $7,600,000 |
| Corporations or other businesses | 9 | $9,000,000 |
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