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Clear Investment Research, LLC

● SEC registered since 2014CRD 172685SEC# 801-80259Alpharetta, GA
Export (members)
Reg. AUM
$4.66B
Employees
5
Accounts
277
Location
Alpharetta, GA

Clear Investment Research, LLC assets under management

Clear Investment Research, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2014. It reports $4.7 billion in regulatory assets under management and employs 5 people.
clearinvestmentresearch.comView on SEC.gov ↗

Clear Investment Research, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph Brian Jennings ControlPrincipal And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Clear Investment Research, LLC manage?

Clear Investment Research, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.

How many employees does Clear Investment Research, LLC have?

Clear Investment Research, LLC reports 5 employees.

Where is Clear Investment Research, LLC located?

Clear Investment Research, LLC is based in Alpharetta, GA and has been SEC-registered since 2014.

Does Clear Investment Research, LLC disclose fund performance?

Clear Investment Research, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address284 S. Main Street, Suite 900, Alpharetta, GA 30009
Phone678-293-8667
Office hours9:00 a.m. - 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$246.5M
Non-discretionary$4.42B
Total (RAUM)$4.66B