Clear Fiduciary Consultants, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282259
- Website
- clearfiduciary.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1Thomas Rooney
Investment Advisor RepresentativeCRD 2369433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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