CLARUS GROUP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310156
- Registered since
- August 19, 2020
- Website
- www.clarusfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.91%
- Individuals42.63%
- Corporations / Businesses5.06%
- Pension & Profit Sharing Plans2.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clarus Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2020. The firm focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. Clarus Group reports that it does not act as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant. Industry affiliation information lists relationships with accounting professionals.
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 Equities63%
- Public Funds/Mutual Funds22%
- US Government Bonds4%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Lisa LaFond
Chief Compliance OfficerCRD 4575679
Contacts
3 of 3Garrett Edson
Wealth AdvisorCRD 8264121
BRYAN KOSLOW
President, CCOCRD 5096391
Michael Raimondi
Director of OperationsCRD 5220594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1120 Of Americas
- Time zone
- ET (UTC-5)
- Office locations
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