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CLARE MARKET INVESTMENTS, LLC
CRD 217515 · SEC 801-114649
2620 STATE STREET, DALLAS, TX, 75204, United States
Phone
866.659.1019
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$635.1M
Discretionary AUM
$635.1M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $49.5M |
| High net worth individuals | 110 | $569.6M |
| Pension/profit sharing plans | 3 | $10.2M |
| Charitable organizations | 3 | $300K |
| Corporations/business entities | 6 | $5.5M |
States served
CA, LA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD