CLARION ADVISORS INC.
Firm details
- Headquarters
- AUBURN, California
- CRD number
- 131081
- Registered since
- April 29, 2024
- Website
- www.clarionadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.83%
- HNWI34.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Clarion Advisors Inc. is a small, privately owned corporation that provides portfolio management primarily for individual and family clients, along with insurance brokerage services. The firm registers with the SEC in 2024 and operates on a percentage-of-assets fee model. Its stated client focus is individuals, families and small-business portfolios rather than institutional or pension work. Clarion does not position itself as an ESG investor, and it reports no role as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents10%
- Exchange Traded Equities9%
- US Government Bonds1%
Contacts
1 of 1MARSHALL GOINS
Investment AdvisorCRD 5332818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUBURN, CA
PLACER
Location
AUBURN, CA
Headquartered in AUBURN, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 1519 Lincoln Way
- Time zone
- PT (UTC-8)
- Office locations
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