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Building 2CLARO ADVISORS INC.

Map pinBOSTON, MA
Phone(800) 604-2838
NotebookSEC #801-80372
Total AUM
$1.4B
Employees
37
Clients
1,123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
100 HIGH STREET
SUITE 950
BOSTON
MA 02110
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(800) 604-2838
Other Offices
6

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,161
Discretionary
$1.4B
Accounts
3,146
Non-Discretionary
$30.9M
Accounts
15

ContactClients

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Individual Clients
730
AUM
$271.3M
HNW Individual Clients
362
AUM
$941.2M
Pension/Profit Sharing Plan Clients
14
AUM
$29.2M
Charitable Organization Clients
7
AUM
$11.8M
Corporation or Business Clients
10
AUM
$154.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CONSULTING, ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILLAMAMDMENCNHNJNYOHPARISCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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