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Building 2CLEAR RETIREMENT ADVICE LLC

Map pinSAN MATEO, CA
Phone650-446-5440
NotebookSEC #801-132499
Total AUM
$153.4M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 S NORFOLK ST,
SUITE 350
SAN MATEO
CA 94403
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
650-446-5440

ReceiptFinancials

Total AUM
$153.4M
Accounts
218
Discretionary
$153.4M
Accounts
218
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$10.5M
HNW Individual Clients
47
AUM
$142.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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