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Building 2CLARE MARKET INVESTMENTS, LLC

Map pinDALLAS, TX
Phone866.659.1019
NotebookSEC #801-114649
Total AUM
$635.1M
Employees
4
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2620 STATE STREET
DALLAS
TX 75204
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
866.659.1019

ReceiptFinancials

Total AUM
$635.1M
Accounts
689
Discretionary
$635.1M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$49.5M
HNW Individual Clients
110
AUM
$569.6M
Pension/Profit Sharing Plan Clients
3
AUM
$10.2M
Charitable Organization Clients
3
AUM
$300K
Corporation or Business Clients
6
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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