Clarity Capital Partners
Clarity Capital Partners (CRD# 129898) is a financial advisory firm headquartered in Newport Beach, CA. They manage $301,319,135 in 769 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management301MILLION
-
Total Number of Accounts769ACCOUNTS
-
Average Account Value$391,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA
Ron Amir (CRD# 4565409) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 21 years of experience in the finance industry.
Olivio Gomez (CRD# 5168663) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 16 years of experience in the finance industry.
Todd Rustman (CRD# 2453708) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 21 years of experience in the finance industry.
Brittany Slater-Gautreau (CRD# 4885737) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 9 years of experience in the finance industry.
Terry Thomason (CRD# 4831285) is an Investment Advisor Representative working at Clarity Capital Partners in Bellevue, WA and has over 17 years of experience in the finance industry.
Peter Anderson (CRD# 6974078) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 4 years of experience in the finance industry.
Blake Bauer (CRD# 7690157) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.
William Katzelis (CRD# 1679455) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.
Connor Schamblin (CRD# 7663985) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.
Misty Stoddart (CRD# 7838850) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.