Unclaimed Profile

Julia Ann Deien

CLARIS ADVISORS, LLC·ST. LOUIS, Missouri

Clean recordCLARIS ADVISORS, LLC

800 MARKET STREET, ST. LOUIS, MO 63101-2501CRD# 7877829Firm CRD# 117734

Profile Verification

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

Identity

Julia Ann Deien · ST. LOUIS, MO

Registration

CRD #7877829 · CLARIS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julia Ann Deien is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with CLARIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CLARIS ADVISORS, LLC

AUM

$678M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARIS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7877829

Firm CRD# 117734

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia Ann Deien offer?

Julia Ann Deien specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Julia Ann Deien's credentials?

Julia Ann Deien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Ann Deien located?

Julia Ann Deien is based in ST. LOUIS, Missouri, working with CLARIS ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Julia Ann Deien charge for services?

Julia Ann Deien's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIS ADVISORS, LLC?

CLARIS ADVISORS, LLC has approximately 5 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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