FINANCIAL CLARITY, INC.
CRD #106010 SEC #801-42200 MOUNTAIN VIEW, CA 650-559-9900
SEC Registered
Total AUM
$1.4B
Discretionary
$0
Employees
11
Clients
26
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $1.4B | $0 | $1.4B | 11 | 0 |
| Jan 2019 | $1.5B | $0 | $1.5B | 11 | 0 |
| Feb 2018 | $1.5B | $0 | $1.5B | 10 | 0 |
| Mar 2017 | $1.3B | $0 | $1.3B | 10 | 26 |
| Sep 2016 | $1.2B | $0 | $1.2B | 10 | 26 |
| Mar 2016 | $1.2B | $0 | $1.2B | 10 | 26 |
| Mar 2015 | $1.3B | $0 | $1.3B | 10 | 26 |
| Mar 2015 | $1.3B | $0 | $1.3B | 10 | 26 |
| Mar 2014 | $1.3B | $0 | $1.3B | 10 | 26 |
| Nov 2013 | $1.2B | $0 | $1.2B | 9 | 26 |
| Mar 2013 | $1.2B | $0 | $1.2B | 9 | 26 |
| Apr 2012 | $1.1B | $0 | $1.1B | 6 | 26 |
| Mar 2012 | $1.1B | $0 | $1.1B | 6 | 26 |
| Mar 2010 | $956.7M | $0 | $956.7M | 10 | -- |
| Feb 2007 | $949.8M | $0 | $949.8M | 10 | -- |
| Jan 2005 | $725M | $0 | $725M | 10 | -- |
| Sep 2001 | $355.5M | $0 | $355.5M | 5 | -- |
DateMar 2019
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees11
Clients0
DateJan 2019
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees11
Clients0
DateFeb 2018
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees10
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients26
DateSep 2016
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees10
Clients26
DateMar 2016
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees10
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients26
DateNov 2013
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees9
Clients26
DateMar 2013
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees9
Clients26
DateApr 2012
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees6
Clients26
DateMar 2012
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees6
Clients26
DateMar 2010
Total AUM$956.7M
Discretionary$0
Non-Disc.$956.7M
Employees10
Clients--
DateFeb 2007
Total AUM$949.8M
Discretionary$0
Non-Disc.$949.8M
Employees10
Clients--
DateJan 2005
Total AUM$725M
Discretionary$0
Non-Disc.$725M
Employees10
Clients--
DateSep 2001
Total AUM$355.5M
Discretionary$0
Non-Disc.$355.5M
Employees5
Clients--