|
⚲
|
| Clarion Advisors Inc
✚
| |
|---|---|
| CRD # | 131081 |
| SEC # | 801-130105 |
| CIK # | |
| AUM | $105.5 MM (2024-05-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 530-889-0200 |
| Address | 1519 Lincoln Way Auburn, CA 95603 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 894 | 75.0 |
| (b) Individuals (high net worth individuals) | 18 | 30.5 |
| (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 | 1,222 | 105.5 |
| By Discretionary | ||
| Discretionary | 1,222 | 105.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,222 | 105.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.5 | |
| Total | 1,222 | 105.5 |
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|---|---|---|
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |
|
Fulcrum Wealth Advisors LLC
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|
WA | 0.1 |
|
Pomona Wealth Management LLC
✚
|
WA | 0.1 |
|
No Fate BWWM LLC
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|
TX | 0.1 |
|
SK Advisor Network LLC
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|
TX | 0.1 |
|
Wildes Financial Strategies Inc
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|
SC | 0.1 |
|
Avail Investment Partners LLC
✚
|
PA | 0.1 |
|
SLT Holdings LLC
✚
|
AZ | 0.1 |
|
Value Financial Advisers Inc
✚
|
FL | 0.1 |