Clare Market Investments, LLC

Clare Market Investments, LLC (CRD# 217515) is a financial advisory firm headquartered in Dallas, TX. They manage $42,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $646,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Clare Market Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Keith A. Rhodus
CRD#: 4885604
5956 Sherry Lane, Suite 1000, Dallas, TX 75225
93
Wealthminder
score

Keith Rhodus (CRD# 4885604) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

2
Jon M. Shepherd
CRD#: 2926626
5956 Sherry Lane, Suite 1000, Dallas, TX 75225
93
Wealthminder
score

Jon Shepherd (CRD# 2926626) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has over 15 years of experience in the finance industry.

3
Deborah A. Good
CRD#: 5776821
5956 Sherry Lane, Suite 1000, Dallas, TX 75225
90
Wealthminder
score

Deborah Good (CRD# 5776821) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has 1 year of experience in the finance industry. Deborah Good has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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