Claris Financial Advisors, Inc.

Claris Financial Advisors, Inc. (CRD# 128660) is a financial advisory firm headquartered in Atlanta, GA. They manage $30,568,933 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2295 Parklake Drive, Suite 456, Atlanta, GA 30345
https://www.linkedin.com/in/leebakercfp/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $205,161
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Claris Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lee Baker, financial advisor Atlanta GA
Lee A. Baker
CRD#: 2310397
2295 Parklake Drive, Suite 456, Atlanta, GA 30345

Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Claris Financial Advisors, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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