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CLARION ADVISORS INC.
CRD 131081 · SEC 801-130105
1519 LINCOLN WAY, AUBURN, CA, 95603, United States
Phone
530-889-0200
Fax
530-889-0454
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.4M
Discretionary AUM
$134.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 607 | $88.5M |
| High net worth individuals | 25 | $45.9M |
States served
AZ, CA, NE, OR, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD