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Clarity Wealth Advisors

EST. AUM
$732,949,271

CONTACTS
2

CLIENT ACCOUNTS
1,353

Firm Details

Metro area San Francisco
CRD Number 157913
Website claritywealthadvisors.com
Client types

Overview

They utilize equities, fixed income securities, alternative assets, and cash to create diversified portfolios. They have the ability to invest in individual securities, exchange traded funds (ETFs), exchange traded notes (ETNs), and mutual funds. Since they are an institutional money manager, they have access to funds that are not available to retail investors. They screen and select securities based on certain standards including performance, suitability, cost, and tax efficiency.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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