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THE CLARIUS GROUP, LLC
999 Third Avenue, Suite 3050
Seattle, Washington 98104
Tel: 206-462-7400
About THE CLARIUS GROUP, LLC
THE CLARIUS GROUP, LLC, formally registered with the SEC as THE CLARIUS GROUP, LLC. The firm was established in 01/05/2015. They have over 1 offices throughout the country.
THE CLARIUS GROUP, LLC is a Seattle, Washington based Financial Planning firm with nearly $3,986,398,218 assets under management, offering retirement planning & investment advisory services to 1124 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173347 |
| SEC# | 801-80681 |
| Assets Managed by Firm | $3,986,398,218 |
| No. of Clients | 1124 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1124 | $3,986,398,218 |
| Individuals (other than high net worth individuals) | 75 | $15,388,061 |
| High net worth individuals | 136 | $3,742,058,883 |
| Charitable organizations | 14 | $228,951,274 |
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