Skip to content
C
RIA · CRD 338073SEC-Registered

Updated:

CLERA

CLERA was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-23, it reported 2 employees;...

Overview

CLERA was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-23, it reported 2 employees; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including Subscription fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Registered Investment Adviser

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research CLERA in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Registered Investment Adviser profiles