Investment adviser · CRD 106010
FINANCIAL CLARITY, INC.
Investment adviser filing (IA)
MOUNTAIN VIEW, CA, United States · Form ADV filed Mar 20, 2019
- Regulatory AUM
- $1.44B Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 30 | $1,437,584,000 | 100.0% |
Filing source
Form ADV 1294923 · Mar 20, 2019 · 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: Mar 20, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2570 WEST EL CAMINO REAL, SUITE 600MOUNTAIN VIEW, CA, 94040, United States
CRD 106010
Filing source
Form ADV 1294923 · Mar 20, 2019 · 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.