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Building 2CLARITY ASSET MANAGEMENT, INC.

Map pinAMES, IA
Phone515-233-3152
NotebookSEC #801-78348
Total AUM
$257.4M
Employees
5
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2117 PHILADELPHIA STREET
SUITE 100
AMES
IA 50010
United States
Operating Hours
8:00 AM TO 5:00 PM CENTRAL
Monday - Friday
Phone
515-233-3152
Other Offices
5

ReceiptFinancials

Total AUM
$257.4M
Accounts
613
Discretionary
$257.4M
Accounts
613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
182
AUM
$87.2M
HNW Individual Clients
88
AUM
$169.6M
Charitable Organization Clients
1
AUM
$524K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIAMNNE

HandshakeAffiliates

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

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