CLARITY INVESTMENTS + PLANNING LLC
CRD #148888 SEC #801-69808 MOUNT KISCO, NY (212) 730-7029
SEC Registered
Total AUM
$122.5M
Discretionary
$121.5M
Employees
1
Clients
51
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $122.5M | $121.5M | $1M | 1 | 38 |
| Mar 2025 | $122.5M | $121.5M | $1M | 1 | 38 |
| Nov 2024 | $105.9M | $104.9M | $971.8K | 2 | 25 |
| Mar 2024 | $105.9M | $104.9M | $971.8K | 2 | 25 |
| Aug 2023 | $96.5M | $95.5M | $916.5K | 2 | 27 |
| Mar 2023 | $96.5M | $95.5M | $916.5K | 2 | 27 |
| Dec 2022 | $96.8M | $96.8M | $0 | 1 | 25 |
| Oct 2022 | $96.8M | $96.8M | $0 | 1 | 25 |
| Mar 2022 | $96.8M | $96.8M | $0 | 1 | 25 |
| Nov 2021 | $89.5M | $89.5M | $0 | 1 | 23 |
| Mar 2021 | $89.5M | $89.5M | $0 | 1 | 23 |
| Nov 2020 | $82.2M | $82.2M | $0 | 1 | 20 |
| Jun 2020 | $82.2M | $82.2M | $0 | 1 | 20 |
| Mar 2020 | $82.2M | $82.2M | $0 | 1 | 20 |
| Apr 2019 | $79.1M | $79.1M | $0 | 1 | 15 |
| Nov 2018 | $81M | $81M | $0 | 1 | 95 |
| Sep 2018 | $81M | $81M | $0 | 1 | 95 |
| Mar 2018 | $81M | $81M | $0 | 1 | 95 |
| Oct 2017 | $74.6M | $74.6M | $0 | 1 | 95 |
| Mar 2017 | $74.6M | $74.6M | $0 | 1 | 26 |
| Jul 2016 | $63.3M | $63.3M | $0 | 2 | 26 |
| Mar 2016 | $63.3M | $63.3M | $0 | 2 | 26 |
| Jul 2015 | $61.3M | $61.3M | $0 | 2 | 26 |
| Mar 2015 | $61.3M | $61.3M | $0 | 2 | 26 |
| Jan 2015 | $48M | $48M | $0 | 2 | 26 |
| Nov 2014 | $48M | $48M | $0 | 2 | 26 |
| Mar 2014 | $48M | $48M | $0 | 2 | 26 |
| Mar 2013 | $31.8M | $31.8M | $0 | 2 | 26 |
| Jul 2012 | $27M | $27M | $0 | 1 | 26 |
| Mar 2012 | $27M | $27M | $0 | 1 | 26 |
| May 2011 | $18.5M | $18.5M | $0 | 5 | -- |
DateNov 2025
Total AUM$122.5M
Discretionary$121.5M
Non-Disc.$1M
Employees1
Clients38
DateMar 2025
Total AUM$122.5M
Discretionary$121.5M
Non-Disc.$1M
Employees1
Clients38
DateNov 2024
Total AUM$105.9M
Discretionary$104.9M
Non-Disc.$971.8K
Employees2
Clients25
DateMar 2024
Total AUM$105.9M
Discretionary$104.9M
Non-Disc.$971.8K
Employees2
Clients25
DateAug 2023
Total AUM$96.5M
Discretionary$95.5M
Non-Disc.$916.5K
Employees2
Clients27
DateMar 2023
Total AUM$96.5M
Discretionary$95.5M
Non-Disc.$916.5K
Employees2
Clients27
DateDec 2022
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees1
Clients25
DateOct 2022
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees1
Clients25
DateMar 2022
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees1
Clients25
DateNov 2021
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees1
Clients23
DateMar 2021
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees1
Clients23
DateNov 2020
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees1
Clients20
DateJun 2020
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees1
Clients20
DateMar 2020
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees1
Clients20
DateApr 2019
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees1
Clients15
DateNov 2018
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees1
Clients95
DateSep 2018
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees1
Clients95
DateMar 2018
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees1
Clients95
DateOct 2017
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients95
DateMar 2017
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients26
DateJul 2016
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees2
Clients26
DateJul 2015
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees2
Clients26
DateNov 2014
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees2
Clients26
DateJul 2012
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$18.5M
Discretionary$18.5M
Non-Disc.$0
Employees5
Clients--