Unclaimed Profile

Patrick Medard Dennis

CLARIS FINANCIAL, LLC·GLEN ALLEN, Virginia

Clean recordCLARIS FINANCIAL, LLC

4510 COX RD., GLEN ALLEN, VA 23060CRD# 3039763Firm CRD# 168503

Profile Verification

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

Identity

Patrick Medard Dennis · GLEN ALLEN, VA

Registration

CRD #3039763 · CLARIS FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Medard Dennis is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with CLARIS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLARIS FINANCIAL, LLC

AUM

$232M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARIS FINANCIAL, LLC →

Services

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3039763

Firm CRD# 168503

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Frequently Asked Questions

What services does Patrick Medard Dennis offer?

Patrick Medard Dennis specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN ALLEN, Virginia for a consultation.

What are Patrick Medard Dennis's credentials?

Patrick Medard Dennis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Medard Dennis located?

Patrick Medard Dennis is based in GLEN ALLEN, Virginia, working with CLARIS FINANCIAL, LLC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.

How does Patrick Medard Dennis charge for services?

Patrick Medard Dennis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIS FINANCIAL, LLC?

CLARIS FINANCIAL, LLC has approximately 8 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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