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CLARY FINANCIAL, INC
CRD 128218
43 BELMONT ST. SUITE B, SO. EASTON, MA, 02375, United States
Phone
508-238-8868
Fax
508-238-8233
Registration
— (—)
Source
State registered
Total AUM
$92.9M
Discretionary AUM
$92.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 439 | $92.9M |
Official SEC filing: View on IAPD