Clarity Asset Management, Inc.
Firm details
- Headquarters
- Ames, Iowa
- CRD number
- 115699
- Registered since
- July 23, 2013
- Website
- investmentclarity.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.92%
- Individuals33.88%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clarity Asset Management, Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (registration year 2013) and serves both individual/family and institutional clients, offering fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Clarity does not identify as a capital allocator, is not a multi-state adviser, and is not an active ESG investor. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
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 Equities67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Nevin Conlon
Chief Operating OfficerCRD 6708883
Steven Larson
Vice President, Chief Investment OfficerCRD 4577948
Julie Siegel
Chief Compliance OfficerCRD 6289886
Contacts
2 of 2
Kacy Bass
PartnerCRD 6460989
Donald Erickson
PresidentCRD 1296053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$240M in ETFs
36%
$87.4M
40%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.9M | 288,772 | 10.79% |
Location
Ames, IA
Story
Location
Ames, IA
Headquartered in Ames, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Story
- Address
- 2117 Philadelphia St
- Time zone
- CT (UTC-6)
- Office locations
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