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CLARITY FINANCIAL ADVISORS LLC
CLARITY FINANCIAL ADVISORS LLC
ST. PETERSBURG, Florida
·
2 registered advisors
·
CRD# 323321
SEC# 801-126778
1
(816) 786-5031
01
Firm Overview
AUM
$80M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLARITY FINANCIAL ADVISORS LLC
2 registered advisors
Trevor K Shultz
ST. PETERSBURG, Florida
CRD# 6915449
William Anthony Root
ST. PETERSBURG, Florida
CRD# 6489016
05
Office Locations
ST. PETERSBURG, Florida
2 advisors
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Data sourced from SEC Form ADV filings. CLARITY FINANCIAL ADVISORS LLC (CRD# 323321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.