Unclaimed Profile

Karen Ann Obrietan

THE CLARIUS GROUP, LLC·SEATTLE, Washington

Clean recordTHE CLARIUS GROUP, LLC

999 THIRD AVENUE, SUITE 3050, SEATTLE, WA 98104CRD# 6541998Firm CRD# 173347

Profile Verification

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

Identity

Karen Ann Obrietan · SEATTLE, WA

Registration

CRD #6541998 · THE CLARIUS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Ann Obrietan is a registered financial advisor based in SEATTLE, Washington, affiliated with THE CLARIUS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE CLARIUS GROUP, LLC

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE CLARIUS GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6541998

Firm CRD# 173347

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Frequently Asked Questions

What services does Karen Ann Obrietan offer?

Karen Ann Obrietan specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Karen Ann Obrietan's credentials?

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

Where is Karen Ann Obrietan located?

Karen Ann Obrietan is based in SEATTLE, Washington, working with THE CLARIUS GROUP, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Karen Ann Obrietan charge for services?

Karen Ann Obrietan'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 THE CLARIUS GROUP, LLC?

THE CLARIUS GROUP, LLC has approximately 35 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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