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Building 2CLARITY FINANCIAL PLANNERS

Map pinCLAYTON, MO
Phone314-548-2260
NotebookSEC #801-130103
Total AUM
$132.5M
Employees
2
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
168 N. MERAMEC AVENUE
SUITE 150
CLAYTON
MO 63105
United States
Operating Hours
8:30 AM-5:30 PM
Monday - Friday
Phone
314-548-2260

ReceiptFinancials

Total AUM
$132.5M
Accounts
213
Discretionary
$131.9M
Accounts
211
Non-Discretionary
$530.9K
Accounts
2

ContactClients

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Individual Clients
12
AUM
$2.2M
HNW Individual Clients
26
AUM
$128.4M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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