Investment adviser · CRD 165868
CLARAPHI ADVISORY NETWORK, LLC
Investment adviser filing (IA)
ALISO VIEJO, CA, United States · Form ADV filed Dec 1, 2023
- Regulatory AUM
- $383M Form ADV · Item 5.F
- Client accounts
- 2,422 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,362 | $234,465,209 | 61.3% |
| High-net-worth individuals | 105 | $126,913,783 | 33.2% |
| Corporations & businesses | 26 | $11,140,059 | 2.9% |
| Retirement plans | 11 | $9,981,105 | 2.6% |
Filing source
Form ADV 1803621 · Dec 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
120 VANTIS DRIVE, SUITE 585ALISO VIEJO, CA, 92656, United States
CRD 165868
Filing source
Form ADV 1803621 · Dec 1, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.