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CLERA

CLERA, INC

CRD 338073 · SEC 801-134566

Visit website

7850 WHITE LN, STE E #244, BAKERSFIELD, CA, 93309, United States

Phone

+1 (661) 889-7456

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

0

Fees

Subscription fees

Org form

Corporation

Filing date

2026-05-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals2

States served

CA

All web addresses on file

Official SEC filing: View on IAPD