Clear Retirement Advice LLC

Clear Retirement Advice LLC (CRD# 292667) is a financial advisory firm headquartered in San Mateo, CA. They manage $84,383,897 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1900 S Norfolk St,, Suite 350, San Mateo, CA 94403
https://clearretirementadvice.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $551,529
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clear Retirement Advice LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Schwarz, financial advisor San Mateo CA
James M. Schwarz
CRD#: 1170765
1900 S Norfolk St,, Suite 350, San Mateo, CA 94403

James Schwarz (CRD# 1170765) is an Investment Advisor Representative working at Clear Retirement Advice LLC in San Mateo, CA and has over 12 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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