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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2009
- Office Locations
- 1
Office Locations
About Klaren Capital
Klaren Capital (Waynesboro, VA) provides holistic wealth management for individuals, families, businesses, and institutions—financial planning, portfolio management, retirement plan/employee benefits consulting, insurance (life/health/annuities), and tax prep (free for wealth management clients). Investment approach is risk-tolerance driven and ETF-centric. Also offers mortgage lending for Virginia residents.
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Owner & Executives
GREGORY F. HARRIS
Financial Advisor, General Partner, Managing Member
- CRD
- #4984524
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,465,260 | -- |
| Non-Discretionary | $34,740 | -- |
| Total | $13,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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