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Asset ManagerRIA · CRD 128660

Updated:

CLARIS FINANCIAL ADVISORS

CLARIS FINANCIAL ADVISORS, INC. is a state-registered investment adviser in Atlanta, GA. The firm manages approximately $34 million in regulatory assets.

Overview

CLARIS FINANCIAL ADVISORS, INC. is a state-registered investment adviser in Atlanta, GA. The firm manages approximately $34 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

Does CLARIS manage institutional capital or pension fund assets?

CLARIS lists pension consulting as a service in regulatory filings, but the firm's small size and lack of public institutional mandates suggest it advises on small corporate retirement plans rather than managing significant institutional separate accounts. The firm does not publicly market institutional strategies or report institutional AUM.

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