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CLEAR RESOURCE GROUP, LLC
CRD 304245
1130 NW 12TH AVENUE, UNIT 100, PORTLAND, OR, 97209, United States
Phone
503-227-9800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$126.7M
Discretionary AUM
$118.0M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $26.0M |
| High net worth individuals | 30 | $90.8M |
| Pension/profit sharing plans | 6 | $8.7M |
| Corporations/business entities | 3 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD