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CLARIS FINANCIAL ADVISORS, INC.
CRD 128660
2295 PARKLAKE DRIVE, SUITE 456, ATLANTA, GA, 30345, United States
Phone
770-934-8686
Fax
770-934-8676
Registration
— (—)
Source
State registered
Total AUM
$33.6M
Discretionary AUM
$33.6M
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $14.1M |
| High net worth individuals | 14 | $13.4M |
All web addresses on file
- HTTP://WWW.APEXFINANCIAL.COM
- https://www.facebook.com/profile.php?id=100063753784857
- https://www.clarisfinancialadvisors.com
- HTTPS://TWITTER.COM/LEEBAKER00?LANG=EN
- HTTPS://WWW.LINKEDIN.COM/IN/LEEBAKERCFP/
- HTTPS://WWW.FACEBOOK.COM/APEX-FINANCIAL-SERVICES-INC-226903810293/
- https://www.instagram.com/apex.financial/
Official SEC filing: View on IAPD