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| Clarity Financial Advisors LLC
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| |
|---|---|
| CRD # | 323321 |
| SEC # | 801-126778 |
| CIK # | |
| AUM | $79.9 MM (2024-05-14) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 816-786-5031 |
| Address | 260 1st Ave S St Petersburg, FL 33710 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 754 | 50.1 |
| (b) Individuals (high net worth individuals) | 30 | 23.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 1.9 |
| (n) Other | 0 | 1.2 |
| Total | 1,816 | 79.9 |
| By Discretionary | ||
| Discretionary | 1,816 | 79.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,816 | 79.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 79.6 | |
| Total | 1,816 | 79.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |