Clarivor
RIASEC RegisteredEst. 2020
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 provides discretionary portfolio management services to both individuals/small businesses and to business or institutional clients. Its compensation blends asset-based fees with fixed-fee arrangements. Clarivor does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
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%
Contacts
1 of 1
Jonathan Spiegel
FounderCRD 5020700
Wealth 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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