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CLARITY CROSS BORDER PLANNING

CLARITY CROSS BORDER INC.

CRD 337443 · SEC 801-133917

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

1000, 10055-106 STREET NW, SUITE 358, EDMONTON, ALBERTA, T5J2Y2, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 80 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-09

Disciplinary history

No

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Services

Financial planning

Client types

TypeClientsAUM
Individuals80

All web addresses on file

Official SEC filing: View on IAPD