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 organized as a limited liability company and operates as an institutional registered investment adviser. The firm is owned by an individual and charges clients on a percentage‑of‑AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses alongside pension consulting services, though the firm’s client base is identified as institutional. The adviser is not a capital allocator; it relies on external managers rather than running proprietary funds, and it does not report being an active ESG investor or a multi‑state adviser.
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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