C
$4.4M Total AUM
$4.1M Disc. AUM
-18.4% 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2020
- Office Locations
- 1
Office Locations
-- NEW York NY
About Clarivor
Clarivor is a NEW York-based RIA. The firm has been operating for 5 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
38 AVG AGE
$4.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
J
JONATHAN H SPIEGEL
Chief Compliance Officer, Managing Member
- CRD
- #5020700
- 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 | $4,116,868 | $1,029,217 |
| Non-Discretionary | $290,857 | $145,429 |
| Total | $4,407,725 | $734,621 |
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 Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing