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Clarion Advisors Inc.

● SEC registered since 2024CRD 131081SEC# 801-130105Auburn, CA
Export (members)
Reg. AUM
$110.9M
Employees
2
Accounts
1,244
Location
Auburn, CA

Clarion Advisors Inc. assets under management

Clarion Advisors Inc. is an investment advisory firm registered with the SEC based in Auburn, CA. The firm has been registered since 2024. It reports $110.9 million in regulatory assets under management and employs 2 people.
www.clarionadvisors.comView on SEC.gov ↗

Clarion Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
Marshall Dean Goins ControlPresident, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Clarion Advisors Inc. manage?

Clarion Advisors Inc. reports $110.9 million in regulatory assets under management on its Form ADV.

How many employees does Clarion Advisors Inc. have?

Clarion Advisors Inc. reports 2 employees.

Where is Clarion Advisors Inc. located?

Clarion Advisors Inc. is based in Auburn, CA and has been SEC-registered since 2024.

Does Clarion Advisors Inc. disclose fund performance?

Clarion Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1519 Lincoln Way, Auburn, CA 95603
Phone530-889-0200
Fax530-889-0454
Office hours8a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$110.9M
Non-discretionary$0
Total (RAUM)$110.9M