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Building 2CLARAPHI ADVISORY NETWORK, LLC

Map pinALISO VIEJO, CA
Phone949-215-0025
NotebookSEC #801-80575
Total AUM
$382.5M
Employees
8
Clients
1,504

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 VANTIS DRIVE
SUITE 585
ALISO VIEJO
CA 92656
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
949-215-0025
Other Offices
20

ReceiptFinancials

Total AUM
$382.5M
Accounts
2,422
Discretionary
$382.5M
Accounts
2,422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,362
AUM
$234.5M
HNW Individual Clients
105
AUM
$126.9M
Pension/Profit Sharing Plan Clients
11
AUM
$10M
Corporation or Business Clients
26
AUM
$11.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCACOCTFLGAHIILKYMAMDMNMONCNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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