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|
| Keyboard |
| Clarion Advisors Inc
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|
|---|---|
| CRD # | 131081 |
| SEC # | 801-130105 |
| CIK # | |
| AUM | 134.4 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 530-889-0200 |
| Address | 1519 Lincoln Way Auburn, CA 95603 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 607 | 88.5 |
| (b) Individuals (high net worth individuals) | 25 | 45.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,130 | 134.4 |
| By Discretionary | ||
| Discretionary | 1,130 | 134.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,130 | 134.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.4 | |
| Total | 1,130 | 134.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RW Baker Wealth Management Group LLC
✚
|
WY | 134.9 M |
|
Seal Cove Capital LLC
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|
134.9 M | |
|
PUFF Wealth Management LLC
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|
NJ | 134.8 M |
|
Calder Financial LLC
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|
134.8 M | |
|
Longbow Asset Management
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|
OK | 134.4 M |
|
Bluelist Partners LLC
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|
VA | 134.3 M |
|
Heximer Investment Management Inc
✚
|
134.1 M | |
|
Sound Financial Management Inc
✚
|
NC | 134.1 M |
|
Blue Star Wealth Management LLC
✚
|
FL | 134.0 M |
|
Lewis Financial LLC
✚
|
CA | 133.9 M |