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Building 2CLARITY CAPITAL ADVISORS, LLC

Map pinLAKEWOOD RANCH, FL
Phone(800) 345-4635
NotebookSEC #801-120316
Total AUM
$406.3M
Employees
2
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9040 TOWN CENTER PARKWAY
LAKEWOOD RANCH
FL 34202
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
(800) 345-4635

ReceiptFinancials

Total AUM
$406.3M
Accounts
274
Discretionary
$406.3M
Accounts
274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$4.4M
HNW Individual Clients
55
AUM
$356.5M
Pension/Profit Sharing Plan Clients
11
AUM
$45.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNENYTX

HandshakeAffiliates

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

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