C
CRD: 330701
Clarity Advisors
Buffalo, NY
7162172021
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · American Funds · Apex · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2024
- Office Locations
- 1
Office Locations
-- Buffalo NY
About Clarity Advisors
Clarity Advisors is a Buffalo-based RIA. The firm has been operating for 2 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and American Funds. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$105.1K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Optima Vital North glacier
Client Personas
Delta Vital summit
Investment Themes
Oak vector Vertex
Investment Vehicles
Radial atlas Meridian value
Platform
Matrix
Services
Zenith fusion Insight capital North atlas Horizon catalyst Value North element
Owner & Executives
M
MICHAEL PATRICK BRADY
Chief Compliance Officer, Financial Advisor, General Partner, Investment Adviser Representative, Managing Member
- CRD
- #6199184
- Ownership
- 75% or more
(866) 709-4575
vector.ember@deltacapital.com
in linkedin.com/in/horizon-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,515,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,515,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,515,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,978,344,508 | 100.0% |
| Total | $6,978,344,508 | 100.0% |