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TOTAL CLARITY WEALTH MANAGEMENT, INC
ST. CHARLES, IL
630-762-9352
SEC #801-67755Total AUM
$755.4M
Employees
26Clients
1,038Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
525 TYLER RD
SUITE T
ST. CHARLES
IL 60174
United States
SUITE T
ST. CHARLES
IL 60174
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Monday - Friday
Phone
630-762-9352
Other Offices
11
Financials
Total AUM
$755.4M
Accounts
2,569Discretionary
$752.9M
Accounts
2,554Non-Discretionary
$2.5M
Accounts
15
Clients
Individual Clients
778AUM
$232M
HNW Individual Clients
254AUM
$522.6M
Charitable Organization Clients
1AUM
$116K
Corporation or Business Clients
5AUM
$712K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY SERVICE FOR SMALL BUSINESS 401K PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PER PROJECT FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.