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CLARIS FINANCIAL, LLC
CLARIS FINANCIAL, LLC
GLEN ALLEN, Virginia
·
3 registered advisors
·
CRD# 168503
SEC# 801-115295
1
804-935-3000
01
Firm Overview
AUM
$232M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CLARIS FINANCIAL, LLC
3 registered advisors
Brian Robert Hall
GLEN ALLEN, Virginia
CRD# 4047879
John Faulkner Paxton
GLEN ALLEN, Virginia
CRD# 2844197
Patrick Medard Dennis
GLEN ALLEN, Virginia
CRD# 3039763
05
Office Locations
GLEN ALLEN, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. CLARIS FINANCIAL, LLC (CRD# 168503) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.