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Julie Siegel

CLARITY ASSET MANAGEMENT, INC.·AMES, Iowa
Unclaimed Profile
2117 PHILADELPHIA STREET, AMES, IA 50010CRD# 6289886Firm CRD# 115699
01

About

Julie Siegel is a registered financial advisor based in AMES, Iowa, affiliated with CLARITY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLARITY ASSET MANAGEMENT, INC.
CLARITY ASSET MANAGEMENT, INC.
AUM
$204M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLARITY ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6289886
Firm CRD# 115699
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Siegel offer?
Julie Siegel specializes in Financial Planning, Investment Management. Contact their office in AMES, Iowa for a consultation.
What are Julie Siegel's credentials?
Julie Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Siegel located?
Julie Siegel is based in AMES, Iowa, working with CLARITY ASSET MANAGEMENT, INC.. Their office serves clients in the AMES metropolitan area and surrounding communities.
How does Julie Siegel charge for services?
Julie Siegel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY ASSET MANAGEMENT, INC.?
CLARITY ASSET MANAGEMENT, INC. has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AMES
Roger Ivan Willroth — MARRS WEALTH MANAGEMENT, LLCDebra Ann Conlon — CLARITY ASSET MANAGEMENT, INC.Donald Lee Erickson — CLARITY ASSET MANAGEMENT, INC.Steven James Larson — CLARITY ASSET MANAGEMENT, INC.Craig Timothy Marrs — MARRS WEALTH MANAGEMENT, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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