C
$141.5M Total AUM
$140.4M Disc. AUM
12.4% 3Y CAGR
2 Employees
111 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2008
- Office Locations
- 1
Office Locations
118 North Bedford Road Suite 100 Mount Kisco NY
About Clarity Investments + Planning LLC
Clarity Investments + Planning is a fee-only RIA in Westchester County, NY with meeting availability in Manhattan. The firm provides ongoing investment management and hourly financial planning, building strategies around client goals and risk tolerance. No minimum net worth requirement. NAPFA-affiliated; assets custodied at Fidelity/NFS.
Team overview
-- AVG AGE
$141.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ANTONIA SEESINK CLEARWATERS
Chief Compliance Officer, President
- CRD
- #5616675
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,438,360 | $527,964 |
| Non-Discretionary | $1,032,600 | $516,300 |
| Total | $141,470,960 | $527,877 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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