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Building 2FINANCIAL CLARITY, INC.

Map pinMOUNTAIN VIEW, CA
Phone650-559-9900
NotebookSEC #801-42200
Total AUM
$1.4B
Employees
11
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2570 WEST EL CAMINO REAL
SUITE 600
MOUNTAIN VIEW
CA 94040
United States
Operating Hours
9AM-5:30PM
Monday - Friday
Phone
650-559-9900
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
30
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4B
Accounts
30

ContactClients

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HNW Individual Clients
30
AUM
$1.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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