Clarity Investments Planning LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Clarity Investments Planning LLC
CRD #148888
SEC #801-69808
CIK #
AUM $82.2 MM (100% Disc, 100% US, 2020-03-28)
Employees1 (100% Investors, 0% Brokers)
Phone212-730-7029
Address118 North Bedford Road
Mount Kisco, NY 10549
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
856851341702007201120162021
Comparable Firms State AUM ($BB)
Capital Investment Management Inc
CO 0.1
Footprints Asset Management & Research Inc
NE 0.1
Vector Money Management Inc
MS 0.1
Lynch Asset Management Inc
PA 0.1
Honiss Robin
CT 0.1
Heximer Investment Management Inc
OH 0.1
Double Alpha Group Inc
NY 0.1
Berkeley Capital Advisers LLC
CA 0.1
Decota Wealth Management LLC
CA 0.1
Newport Investment Advisors Inc
OH 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com