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CLARITY ASSET MANAGEMENT, INC.
CRD 115699 · SEC 801-78348
2117 PHILADELPHIA STREET, SUITE 100, AMES, IA, 50010, United States
Phone
515-233-3152
Fax
515-233-1979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.4M
Discretionary AUM
$257.4M
Team
5 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $87.2M |
| High net worth individuals | 88 | $169.6M |
| Charitable organizations | 1 | $524K |
States served
AZ, IA, MN, NE
All web addresses on file
Official SEC filing: View on IAPD