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Building 2CLEAR INVESTMENT RESEARCH, LLC

Map pinALPHARETTA, GA
Phone678-293-8667
NotebookSEC #801-80259
Total AUM
$4.2B
Employees
5
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
284 S. MAIN STREET
SUITE 900
ALPHARETTA
GA 30009
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
678-293-8667

ReceiptFinancials

Total AUM
$4.2B
Accounts
277
Discretionary
$250.1M
Accounts
250
Non-Discretionary
$3.9B
Accounts
27

ContactClients

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Individual Clients
68
AUM
$15.4M
HNW Individual Clients
47
AUM
$103.6M
Pension/Profit Sharing Plan Clients
17
AUM
$4.1B
Charitable Organization Clients
1
AUM
$21.2M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCNHSC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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