CLEAR TRAIL ADVISORS, LLC
Total AUM
$803.1M
Employees
7Clients
377Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5847 SAN FELIPE ST.
SUITE 950
HOUSTON
TX 77057
United States
SUITE 950
HOUSTON
TX 77057
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Monday - Friday
Phone
(713) 893-9870
Financials
Total AUM
$803.1M
Accounts
2,064Discretionary
$803.1M
Accounts
2,064Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
149AUM
$72.8M
HNW Individual Clients
227AUM
$729.5M
Charitable Organization Clients
1AUM
$770.5K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
GALAOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.