Clarity Advisors Group, Inc.
RIASEC Registered
Total AUM
$2.8M
Discretionary
$0
0% of AUM
Avg account
$472K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308324
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Corporations / Businesses87.59%
- HNWI59.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clarity Advisors Group, Inc. is a small, independently owned registered investment adviser operating as a corporation focused on individual and family clients. The firm charges clients either a percentage of assets under management or set fees and provides financial planning, discretionary and non‑discretionary portfolio oversight for individuals and small businesses, and the placement or oversight of external money managers. The firm identifies as a capital allocator but does not emphasize ESG investing.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Jeremy Lindsey
Investment Advisor RepresentativeCRD 5231102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations