Claris Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166357
- Website
- www.clarisadvisorsllc.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Claris Advisors, LLC operates as a limited liability company focused on providing financial planning services. The firm does not classify itself under a specific category and does not act as a capital allocator. Claris Advisors emphasizes a fixed fee structure for its services, catering to a diverse client base. While the firm does not actively engage in ESG investing, it maintains affiliations with various industry entities, including broker-dealers and insurance companies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Gregory Wank
CRD 8203352
Scott Krim
Founding PrincipalCRD 2054089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 3 Times Sq
- Time zone
- ET (UTC-5)
- Office locations
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