Clear Fiduciary Consultants, LLC

RIASEC Registered
Total AUM
$40.5M
Discretionary
$40M
99% of AUM
Avg account
$1.4M
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282259
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clear Fiduciary Consultants, LLC is a privately owned limited liability company that provides advisory services centered on portfolio management and pension consulting. The firm charges fees as a percentage of assets under management and primarily lists an institutional client base while also offering portfolio management for individuals and small businesses. It is not positioned as an active ESG investor, is not registered as a multi-state adviser, and is classified as an individual-owned, non-capital-allocating advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Thomas Rooney

    Thomas Rooney

    Investment Advisor RepresentativeCRD 2369433

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth