Karen Clapp, financial advisor San Diego CA

Karen Clapp

CRD Number: 2442840
Current Firm: Aspiriant, LLC

Karen Clapp (CRD# 2442840) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Aspiriant LLC San Diego, CA Dec 2021 - Current 2
Hynes Advisory Inc. Dba Hearthstone San Diego, CA Jun 2017 - Nov 2021 4
N/a San Diego, CA Oct 2016 - Jun 2017 < 1
Clapp Legal Carlsbad, CA Sep 2015 - Oct 2016 1
Not Employed San Diego, CA Jul 2001 - Sep 2015 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Karen M. Clapp
Phone Number: 310-806-4000
Firm Website: http://www.aspiriant.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    13,118
    MILLIONS
  • Total Number of Accounts
    10,745
    ACCOUNTS
  • Average Account Value
    $1,220,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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