C
CRD: 154555
Clear NET Worth, L.l.c.
Baton Rouge, LA, 70817
2255725546
$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-06-2011
- Office Locations
- 1
Office Locations
-- Baton Rouge LA
About Clear NET Worth, L.l.c.
Clear NET Worth, L.l.c. is a Baton Rouge-based RIA. The firm has been operating for 14 years. Managing $24.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
38 AVG AGE
$24.3M AVG AUM / ADVISOR
$810.5K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Vertex element Value element
Investment Vehicles
Peak ember
Services
Summit Unison Vital pioneer Frontier
Owner & Executives
R
RICHARD ALLEN BOND
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5906888
- Ownership
- 75% or more
(335) 886-6305
eagle.radial@momentumcapital.com
in linkedin.com/in/delta-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,314,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,314,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,314,166
Equity - Exchange:
35.3% Public Funds:
31.9% Cash:
22.8% Other:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,268,921,953 | 35.3% |
| Public Funds | $2,050,385,560 | 31.9% |
| Cash | $1,465,479,335 | 22.8% |
| Other | $642,754,094 | 10.0% |
| Total | $6,427,540,942 | 100.0% |