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Clarity Investments + Planning LLC

● SEC registered since 2008CRD 148888SEC# 801-69808Mount Kisco, NY
Export (members)
Reg. AUM
$122.5M
Employees
1
Accounts
263
Location
Mount Kisco, NY

Clarity Investments + Planning LLC assets under management

Clarity Investments + Planning LLC is an SEC-registered investment adviser based in Mount Kisco, NY. The firm has been registered since 2008. It reports $122.5 million in regulatory assets under management and employs 1 people.
clarityinv.comView on SEC.gov ↗

Clarity Investments + Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Antonia Seesink Clearwaters ControlPresident And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Clarity Investments + Planning LLC manage?

Clarity Investments + Planning LLC reports $122.5 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Investments + Planning LLC have?

Clarity Investments + Planning LLC reports 1 employees.

Where is Clarity Investments + Planning LLC located?

Clarity Investments + Planning LLC is based in Mount Kisco, NY and has been SEC-registered since 2008.

Does Clarity Investments + Planning LLC disclose fund performance?

Clarity Investments + Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address118 North Bedford Road, Suite 100, Mount Kisco, NY 10549
Phone(212) 730-7029
Fax(914) 293-1015
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.5M
Non-discretionary$1M
Total (RAUM)$122.5M