CRD: 128660
Claris Financial Advisors, Inc.
$33.6M Total AUM
$33.6M Disc. AUM
-- 3Y CAGR
2 Employees
101 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-2004
- Office Locations
- 1
Office Locations
2295 Parklake Drive Suite 456 Atlanta GA
About Claris Financial Advisors, Inc.
Claris Financial Advisors is an Atlanta-based RIA providing holistic financial planning and investment management for individuals and families, with a focus on retirement readiness. Portfolios may use stocks, bonds, Treasuries, IRAs and annuity solutions, alongside planning for taxes, estate needs and insurance. The firm is frequently featured in outlets such as CNBC and The Wall Street Journal and custodies assets at Schwab.
Team overview
56 AVG AGE
$33.6M AVG AUM / ADVISOR
$332.4K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Unlock to compare peer behavior around radial pathway.
Request access to benchmark trends tied to radial bridge.
Unlock to compare peer behavior around meridian pathway.
Unlock to see real insight on north harbor.
Open the full profile to inspect shifts in beacon fusion.
Unlock to compare peer behavior around unison optima.
Open the full profile to inspect shifts in quantum fusion.
Unlock to compare peer behavior around alpha harbor.
Asset Classes
Beacon Vertex timber Delta alpha Summit value
Client Personas
Optima
Custodian
Ember Atlas
Investment Themes
Momentum signal Peak alpha Ember Glacier
Investment Vehicles
Vector ember
Services
Matrix Pathway wave Peak meridian Delta foundation Ember Unison meridian Ember Bridge horizon
Owner & Executives
LEE ANTHONY BAKER
President
- CRD
- #2310397
- Ownership
- 75% or more
(888) 267-7305
harbor.frontier@oakcapital.com
in linkedin.com/in/bridge-frontier
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,573,075 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,573,075 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $33,573,075
Public Funds:
31.1% Equity - Exchange:
37.4% Cash:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,768,423,607 | 31.1% |
| Equity - Exchange | $3,329,229,675 | 37.4% |
| Cash | $2,804,030,341 | 31.5% |
| Total | $8,901,683,623 | 100.0% |