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Building 2CLARITY FINANCIAL ADVISORS LLC

Map pinST. PETERSBURG, FL
Phone(816) 786-5031
NotebookSEC #801-126778
Total AUM
$149.5M
Employees
8
Clients
992

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 1ST AVE S.
ST. PETERSBURG
FL 33710
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(816) 786-5031
Other Offices
4

ReceiptFinancials

Total AUM
$149.5M
Accounts
2,210
Discretionary
$149.5M
Accounts
2,210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
964
AUM
$112.2M
HNW Individual Clients
21
AUM
$31.6M
Pension/Profit Sharing Plan Clients
6
AUM
$4.7M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACTDEFLGAILKSKYLAMDMOMSNCNENJNMNYPAPRTNTXVAWV

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

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