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CLARITY INVESTMENTS + PLANNING LLC
CRD 148888 · SEC 801-69808
118 NORTH BEDFORD ROAD, SUITE 100, MOUNT KISCO, NY, 10549, United States
Phone
(212) 730-7029
Fax
(914) 293-1015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.5M
Discretionary AUM
$140.4M
Team
2 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $32.2M |
| High net worth individuals | 42 | $109.3M |
States served
MD, NJ, NY
All web addresses on file
Official SEC filing: View on IAPD