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Building 2CLARIS FINANCIAL, LLC

Map pinGLEN ALLEN, VA
Phone804-935-3000
NotebookSEC #801-115295
Total AUM
$330.2M
Employees
8
Clients
600

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4510 COX RD.
SUITE 302
GLEN ALLEN
VA 23060
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
804-935-3000
Other Offices
1

ReceiptFinancials

Total AUM
$330.2M
Accounts
1,038
Discretionary
$305.6M
Accounts
986
Non-Discretionary
$24.6M
Accounts
52

ContactClients

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Individual Clients
438
AUM
$76.8M
HNW Individual Clients
161
AUM
$248.3M
Charitable Organization Clients
1
AUM
$5.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLILMDNCNJNYPASCTXVA

HandshakeAffiliates

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

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