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Clarity Asset Management, Inc.

● SEC registered since 2013CRD 115699SEC# 801-78348Ames, IA
Export (members)
Reg. AUM
$222.4M
Employees
5
Accounts
591
Location
Ames, IA

Clarity Asset Management, Inc. assets under management

Clarity Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Ames, IA. The firm has been registered since 2013. It reports $222.4 million in regulatory assets under management and employs 5 people.
investmentclarity.comView on SEC.gov ↗

Clarity Asset Management, Inc. owners & executives

17 reported
NameTitleOwnershipSince
Donald and Becky Erickson Revocable TrustOwner50-75%2013
Donald Lee Erickson ControlPresident/CeoUnder 5%2013
Julie Siegel ControlChief Compliance Officer, TreasurerUnder 5%2014
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Frequently asked questions

How much does Clarity Asset Management, Inc. manage?

Clarity Asset Management, Inc. reports $222.4 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Asset Management, Inc. have?

Clarity Asset Management, Inc. reports 5 employees.

Where is Clarity Asset Management, Inc. located?

Clarity Asset Management, Inc. is based in Ames, IA and has been SEC-registered since 2013.

Does Clarity Asset Management, Inc. disclose fund performance?

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

Contact & registration

Address2117 Philadelphia Street, Suite 100, Ames, IA 50010
Phone515-233-3152
Fax515-233-1979
Office hours8:00 a.m. To 5:00 p.m. Central
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$222.4M
Non-discretionary$0
Total (RAUM)$222.4M