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| Happy Holidays!! thanks for using AUM13F!! |
| Claris Advisors LLC
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| CRD # | 117734 |
| SEC # | 801-66993 |
| CIK # | |
| AUM | $800.7 M (2025-02-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 314-655-5504 |
| Address | 800 Market Street St Louis, MO 63101-2501 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 70.2 |
| (b) Individuals (high net worth individuals) | 134 | 706.1 |
| (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 | 9 | 18.1 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 800.7 |
| By Discretionary | ||
| Discretionary | 937 | 800.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 800.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.7 | |
| Total | 937 | 800.7 |
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|---|---|---|
|
Balboa Wealth Partners Inc
✚
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AZ | 0.8 |
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TX | 0.8 |
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Berthel Fisher & Company Financial Services Inc
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IA | 0.8 |
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Claremont Capital Management LLC
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|
AZ | 0.8 |
|
Stablepoint Partners LLC
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MA | 0.8 |