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CLARAPHI ADVISORY NETWORK, LLC
CRD 165868 · SEC 801-80575
120 VANTIS DRIVE, SUITE 585, ALISO VIEJO, CA, 92656, United States
Phone
949-215-0025
Fax
949-623-9852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$382.5M
Discretionary AUM
$382.5M
Team
8 total employees; 8 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-12-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1362 | $234.5M |
| High net worth individuals | 105 | $126.9M |
| Pension/profit sharing plans | 11 | $10.0M |
| Corporations/business entities | 26 | $11.1M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD