Claris Financial Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128660
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals41.94%
- HNWI40%
- Corporations / Businesses17.52%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Claris Financial Advisors, Inc. is an independent, Georgia-based corporate RIA serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. It operates an insurance brokerage alongside its advisory services and charges fees by percentage of AUM as well as hourly and fixed-fee engagements. Ownership is held by an individual and the firm does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Lee Baker
Founder and PresidentCRD 2310397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Dekalb
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 2295 Parklake Dr Ne
- Time zone
- ET (UTC-5)
- Office locations
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