Clarivor
RIASEC Registered
Total AUM
$4.4M
Discretionary
$4.1M
93% of AUM
Avg account
$735K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309994
- Registered since
- August 17, 2020
- Website
- www.clarivor.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.61%
- Individuals4.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clarivor is a limited liability company that registered with the SEC in 2020 and is owned by an individual. The firm’s advisory scope is focused on portfolio management for both individuals/small businesses and for businesses or institutional entities. Its compensation comes through a mix of percentage-of-AUM fees and fixed fees. Clarivor does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- Derivatives2%
- Cash & Cash Equivalents1%
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
Similar firms
RJ Hill's Financial Services, LLC
RIAEau Claire, WI
AUM $4.4MTEAM 1REPS 2
Servant Wealth Management, LLC
RIAAUM $4.4MTEAM 1REPS 1
Stafford Capital Management LLC
RIASausalito, CA
AUM $4.4MTEAM 2REPS 2
Nested Financial & Tax Planning
RIAAUM $4.4MTEAM 1REPS 1
Simpli-Fi Alpha LLC
RIADenton, TX
AUM $4.4MTEAM 2REPS 2
Enduro Wealth Management, LLC
RIAAUM $4.4MTEAM 1REPS 1