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Building 2CLARITY FINANCIAL MANAGEMENT

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Phone631-897-6094
NotebookSEC #801-119835
Total AUM
$50.9M
Employees
1
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
631-897-6094

ReceiptFinancials

Total AUM
$50.9M
Accounts
139
Discretionary
$47.6M
Accounts
137
Non-Discretionary
$3.3M
Accounts
2

ContactClients

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Individual Clients
46
AUM
$11.1M
HNW Individual Clients
26
AUM
$38.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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