RIA Intelligence

CLARITY ASSET MANAGEMENT, INC.

CRD #115699 SEC #801-78348 AMES, IA 515-233-3152
SEC Registered
Total AUM
$222.4M
Discretionary
$222.4M
Employees
5
Clients
101
Accounts
591

AUM Over Time

DateMar 2025
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees5
Clients7
DateOct 2024
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees5
Clients5
DateJul 2024
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2024
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees5
Clients5
DateNov 2023
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees5
Clients5
DateMar 2023
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees5
Clients5
DateFeb 2022
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients6
DateMay 2021
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees6
Clients200
DateDec 2016
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients200
DateSep 2016
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients200
DateApr 2016
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients200
DateAug 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateAug 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients200
DateOct 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateOct 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateJun 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateMay 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateJan 2014
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees5
Clients200
DateDec 2013
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients200
DateJul 2013
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$79.3M
Discretionary$79.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--