Claritas Advisors, LLC
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$155K
Accounts
15
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334055
- Website
- claritasadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Claritas Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. According to filings, Claritas is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not report active ESG investing.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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