Clary Financial, Inc
Firm details
- Headquarters
- South Easton, Massachusetts
- CRD number
- 128218
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clary Financial, Inc. is an independent, individually owned advisory corporation headquartered in Massachusetts that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management specifically geared to individuals and small businesses. Fees are charged as a percentage of assets under management. According to available filings the firm is not an active ESG investor, does not serve as a pension consultant or capital allocator, and operates on a state-registered basis.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Contacts
2 of 2Jason Clary
Registered Investment AdvisorCRD 5260601
Robert Clary
PresidentCRD 841187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Easton, MA
Bristol
Location
South Easton, MA
Headquartered in South Easton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 43 Belmont St
- Time zone
- ET (UTC-5)
- Office locations
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