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Home > Retirement Planners > texas > prosper > CLEAR SKY FINANCIAL, LP
CLEAR SKY FINANCIAL, LP
130 N. Preston Road
Suite 309
Prosper, Texas 75078
Tel: 214-440-3615
About CLEAR SKY FINANCIAL, LP
CLEAR SKY FINANCIAL, LP, formally registered with the SEC as CLEAR SKY FINANCIAL, LP. The firm was established in 04/07/2021. They have over 1 offices throughout the country.
CLEAR SKY FINANCIAL, LP is a Prosper, Texas based Financial Planning firm with nearly $106,927,657 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298551 |
| SEC# | 801-120728 |
| Assets Managed by Firm | $106,927,657 |
| No. of Clients | 292 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $106,927,657 |
| Individuals (other than high net worth individuals) | 89 | $18,240,875 |
| High net worth individuals | 35 | $88,686,782 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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