C
$92.9M Total AUM
$92.9M Disc. AUM
-- 3Y CAGR
1 Employees
439 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2001
- Office Locations
- 1
Office Locations
43 Belmont St. So. Easton MA
About Clary Financial, INC
Clary Financial, INC is a So. Easton-based RIA. The firm has been operating for 25 years. Managing $92.9M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Fidelity/NFS.
Team overview
-- AVG AGE
$92.9M AVG AUM / ADVISOR
$211.6K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JASON R CLARY
analyst, President
- CRD
- #5260601
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROBERT NICHOLS CLARY
--
- CRD
- #841187
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,892,883 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,892,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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