$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier harbor
- Established Date
- 11-01-2023
- Office Locations
- 1
Office Locations
3719 W. Market ST, STE C Greensboro NC
About Clef Financial, LLC
Clef Financial, LLC is a North Carolina-registered RIA based in Greensboro providing financial planning and tax planning alongside portfolio management. The firm emphasizes goal-based plans, asset allocation and risk management, with portfolios primarily implemented using ETFs (plus some mutual funds and fixed income). Custody is through Charles Schwab & Co.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$141.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Delta ember
Investment Themes
Focus beacon Matrix
Investment Vehicles
Alpha vertex
Services
Unison Alpha timber Timber fusion Meridian oak Zenith Crest
Technology
Meridian focus
Owner & Executives
C
Christopher Joseph Arena
Chief Compliance Officer, President
- CRD
- #7678390
- Ownership
- 75% or more
(920) 918-1227
horizon.foundation@timbercapital.com
in linkedin.com/in/prime-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,261,973 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,261,973 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,261,973
Equity - Exchange:
41.1% Public Funds:
29.9% U.S. Government/Agency:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,119,171,825 | 41.1% |
| Public Funds | $814,190,695 | 29.9% |
| U.S. Government/Agency | $789,683,282 | 29.0% |
| Total | $2,723,045,802 | 100.0% |