CLARITY INVESTMENTS + PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$141,470,960
Discretionary
$140,438,360
Non-discretionary
$1,032,600
Firm details
- CRD number
- 148888
- SEC file number
- 801-69808
- Main office
- MOUNT KISCO, NY, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://clarityinv.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.