Clear Investment Research, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 172685
- Registered since
- September 5, 2014
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans96.66%
- HNWI2.47%
- Charitable Organizations0.51%
- Individuals0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Clear Investment Research, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2014. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mix includes percentage-of-assets fees alongside hourly and fixed-fee arrangements. The firm reports an industry affiliation with accountants and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Private Funds71%
- Public Funds/Mutual Funds29%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$50.6M in ETFs
82%
$41.7M
17%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.8M | 11,472 | 17.36% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 284 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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