$134.4M Total AUM
$134.4M Disc. AUM
-- 3Y CAGR
1 Employees
632 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-06-2010
- Office Locations
- 1
Office Locations
1519 Lincoln WAY Auburn CA
About Clarion Advisors Inc.
Clarion Advisors, Inc. is a California-based RIA that helps families organize and simplify their financial lives through financial and wealth planning (tax, estate, retirement and insurance guidance) alongside portfolio construction and ongoing asset management. Portfolios emphasize public funds and ETFs, and the firm works with custodians including Charles Schwab and Altruist.
Team overview
56 AVG AGE
$134.4M AVG AUM / ADVISOR
$212.7K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARSHALL DEAN GOINS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5332818
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,434,000 | $118,968 |
| Non-Discretionary | $0 | -- |
| Total | $134,434,000 | $118,968 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing