Clarity Asset Management, Inc.
Firm details
- Headquarters
- Ames, Iowa
- CRD number
- 115699
- Registered since
- July 23, 2013
- Website
- investmentclarity.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.92%
- Individuals33.88%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clarity Asset Management, Inc. is an independent, SEC-registered investment adviser that began registration in 2013. The firm serves individual and family clients as well as institutional accounts, charging either a percentage of assets under management or fixed fees. Its advisory activity focuses on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Clarity is not positioned as a capital allocator and is not an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Julie Siegel
Chief Compliance OfficerCRD 6289886
Steven Larson
Vice President, Chief Investment OfficerCRD 4577948
Nevin Conlon
Chief Operating OfficerCRD 6708883
Contacts
2 of 2
Donald Erickson
PresidentCRD 1296053
Kacy Bass
PartnerCRD 6460989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$243M in ETFs
39%
$94.2M
39%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.3M | 287,736 | 10.41% |
Location
Ames, IA
Story
Location
Ames, IA
Headquartered in Ames, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Story
- Address
- 2117 Philadelphia St
- Time zone
- CT (UTC-6)
- Office locations
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