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CLARIS FINANCIAL, LLC
4510 Cox Rd.
Suite 302
Glen Allen, Virginia 23060
Tel: 804-935-3000
About CLARIS FINANCIAL, LLC
CLARIS FINANCIAL, LLC, formally registered with the SEC as CLARIS FINANCIAL, LLC. The firm was established in 05/16/2019. They have over 2 offices throughout the country.
CLARIS FINANCIAL, LLC is a Glen Allen, Virginia based Financial Planning firm with nearly $231,893,337 assets under management, offering retirement planning & investment advisory services to 1030 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168503 |
| SEC# | 801-115295 |
| Assets Managed by Firm | $231,893,337 |
| No. of Clients | 1030 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1030 | $231,893,337 |
| Individuals (other than high net worth individuals) | 490 | $95,558,299 |
| High net worth individuals | 88 | $129,989,861 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,972,487 |
| Charitable organizations | Fewer than 5 clients | $3,372,690 |
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