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Michael Steinmetz

CLARUS VENTURES LLC·CAMBRIDGE, Massachusetts
Unclaimed Profile
101 MAIN ST, CAMBRIDGE, MA 02142CRD# 6025886Firm CRD# 160980
01

About

Michael Steinmetz is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with CLARUS VENTURES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CLARUS VENTURES, LLC
CLARUS VENTURES, LLC
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at CLARUS VENTURES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025886
Firm CRD# 160980
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Steinmetz offer?
Michael Steinmetz specializes in Retirement Planning. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Michael Steinmetz's credentials?
Michael Steinmetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Steinmetz located?
Michael Steinmetz is based in CAMBRIDGE, Massachusetts, working with CLARUS VENTURES LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Michael Steinmetz charge for services?
Michael Steinmetz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARUS VENTURES LLC?
CLARUS VENTURES LLC has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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