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CLARITY WEALTH ADVISORS

Tel: 408-560-3220
2160 The Alameda
Suite A
San Jose, California  95126

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CLARITY WEALTH ADVISORS

CLARITY WEALTH ADVISORS is a San Jose, California based financial advisory firm with nearly $478,899,915 in assets under management and provides investment advisory services for 1192 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

157913

SEC#:

801-79251

No. of Clients:

1192

Assets under Management

$478,899,915

No. of Advisors:

4

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