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CLARITY CAPITAL PARTNERS
NEWPORT BEACH, CA
800-805-7526
SEC #801-62893Total AUM
$437.7M
Employees
7Clients
421Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5000 BIRCH STREET, STE 100
NEWPORT BEACH
CA 92660
United States
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
800-805-7526
Other Offices
1
Financials
Total AUM
$437.7M
Accounts
1,113Discretionary
$389.4M
Accounts
1,066Non-Discretionary
$48.3M
Accounts
47
Clients
Individual Clients
299AUM
$80.5M
HNW Individual Clients
79AUM
$286.7M
Pooled Vehicle Clients
1AUM
$8.1M
Pension/Profit Sharing Plan Clients
18AUM
$21.6M
Corporation or Business Clients
24AUM
$40.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDMTNVORTXVTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.