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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clarion Advisors Inc
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|---|---|
| CRD # | 131081 |
| SEC # | 801-130105 |
| CIK # | |
| AUM | $110.9 M (2025-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 530-889-0200 |
| Address | 1519 Lincoln Way Auburn, CA 95603 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 868 | 86.3 |
| (b) Individuals (high net worth individuals) | 14 | 24.6 |
| (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 | 1,244 | 110.9 |
| By Discretionary | ||
| Discretionary | 1,244 | 110.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,244 | 110.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.9 | |
| Total | 1,244 | 110.9 |
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|---|---|---|
|
Wolf Financial Advisors LLC
✚
|
IL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Maimon Wealth Management Ltd
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0.1 | |
|
Diccianni Financial Group Inc
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|
PA | 0.1 |
|
Moore Financial Advisors Ltd
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MA | 0.1 |
|
Resnick Wealth Alliance LLC
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|
FL | 0.1 |
|
Sound Financial Management Inc
✚
|
NC | 0.1 |
|
Sasser Investment Management Inc
✚
|
CA | 0.1 |
|
Strongtower Wealth Management PLC
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|
AR | 0.1 |
|
Artesa Financial Group LLC
✚
|
TX | 0.1 |