Unclaimed Profile

Julie Siegel

CLARITY ASSET MANAGEMENT, INC.·AMES, Iowa

Clean recordCLARITY ASSET MANAGEMENT, INC.

2117 PHILADELPHIA STREET, AMES, IA 50010CRD# 6289886Firm CRD# 115699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Siegel · AMES, IA

Registration

CRD #6289886 · CLARITY ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLARITY ASSET MANAGEMENT, INC.

AUM

$204M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARITY ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6289886

Firm CRD# 115699

View on FINRA BrokerCheck →

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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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