Clarity Capital Partners

Clarity Capital Partners (CRD# 129898) is a financial advisory firm headquartered in Newport Beach, CA. They manage $371,419,409 in 974 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $381,334
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
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA

Financial Advisors at Clarity Capital Partners
Showing 1 - 10 of 18 top financial advisors.
1
Ron M. Amir
CRD#: 4565409
5000 Birch Street, Ste 100, Newport Beach, CA 92660

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.

2
Jeffrey R. Dillman
CRD#: 6439243
5000 Birch Street, Suite 100, Newport Beach, CA 92660

Jeffrey Dillman (CRD# 6439243) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 8 years of experience in the finance industry.

3
Lydia R. Gagnon
CRD#: 4634565
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Lydia Gagnon (CRD# 4634565) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 7 years of experience in the finance industry.

4
Olivio R. Gomez
CRD#: 5168663
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Olivio Gomez (CRD# 5168663) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 17 years of experience in the finance industry.

5
Mark E. Jachec
CRD#: 2487716
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Mark Jachec (CRD# 2487716) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 29 years of experience in the finance industry.

6
Shawne P. Malone
CRD#: 3136113
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Shawne Malone (CRD# 3136113) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 18 years of experience in the finance industry.

7
Nick T. Redding
CRD#: 6673572
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Nick Redding (CRD# 6673572) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 6 years of experience in the finance industry.

8
Todd A. Rustman
CRD#: 2453708
660 Newport Center Drive, Suite 770, Newport Beach, CA 92660

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.

9
Brittany D. Slater-Gautreau
CRD#: 4885737
5000 Birch Street, Ste 100, Newport Beach, CA 92660

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.

10
David K. Summers
CRD#: 6004094
5000 Birch Street, Ste 100, Newport Beach, CA 92660

David Summers (CRD# 6004094) 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.