Clare Market Investments, LLC

Clare Market Investments, LLC (CRD# 217515) is a financial advisory firm headquartered in Dallas, TX. They manage $432,567,000 in 705 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
https://www.facebook.com/claremarketinvestments/?fref=ts
By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $613,570
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, OK, TX

Financial Advisors at Clare Market Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Deborah Good, financial advisor Dallas TX
Deborah A. Good
CRD#: 5776821
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209

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.

2
Alan Haworth, financial advisor Dallas TX
Alan L. Haworth
CRD#: 3086559
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209

Alan Haworth (CRD# 3086559) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

3
Priya Intwala, financial advisor Dallas TX
Priya N. Intwala
CRD#: 5701810
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209

Priya Intwala (CRD# 5701810) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

4
Keith Rhodus, financial advisor Dallas TX
Keith A. Rhodus
CRD#: 4885604
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209

Keith Rhodus (CRD# 4885604) is an Investment Advisor Representative working at Clare Market Investments, LLC in Dallas, TX and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals