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Clarion River Adventures, LLC

Clarion River Adventures, LLC. CRD 333466

C

CRD: 333466

Clarion River Adventures, LLC

Canton, OH, 44718
3304184170
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
--
Established Date
03-24-2025
Office Locations
1

Office Locations

3711 Whipple AVE NW Canton OH

About Clarion River Adventures, LLC

Clarion River Adventures, LLC is a Canton-based RIA. The firm has been operating for 1 years. Managing $13.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Estate Planning, Financial Planning, Insurance.

Team overview

57 AVG AGE
$13.0M AVG AUM / ADVISOR
$393.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

Pioneer

Asset Classes

Peak Insight beacon

Client Personas

Bridge value

Investment Themes

Element Optima

Investment Vehicles

Foundation atlas Glacier harbor

Services

Zenith Atlas Crest fusion Alpha Fusion Quantum Summit alpha

Owner & Executives

A

ANTHONY ARTHUR LAPINTO

Chief Compliance Officer, PRINCIPAL

CRD
#4686182
Ownership
75% or more
(891) 741-7460
meridian.eagle@radialcapital.com
in linkedin.com/in/crest-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $13,000,000 --
Non-Discretionary $0 --
Total $13,000,000 --

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Separately Managed Accounts

Total SMA Asset: $13,000,000

$13.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $3,394,067,917 100.0%
Total $3,394,067,917 100.0%

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