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CLEARARC CAPITAL, INC.
CLEARARC CAPITAL, INC.
CINCINNATI, Ohio
·
5 registered advisors
·
CRD# 104650
SEC# 801-11184
0
855-362-2227
01
Firm Overview
AUM
$3.9B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CLEARARC CAPITAL, INC.
5 registered advisors
David Bernard Jonke
CINCINNATI, Ohio
CRD# 3069645
Emerson Keith Wirtz
CINCINNATI, Ohio
CRD# 2912282
Keith Eugene Dershem
CINCINNATI, Ohio
CFP
CRD# 6179415
Mitchell Lloyd Stapley
CINCINNATI, Ohio
CRD# 4372531
Richard Paris Floyd
CINCINNATI, Ohio
CRD# 6134015
05
Office Locations
CINCINNATI, Ohio
5 advisors
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Data sourced from SEC Form ADV filings. CLEARARC CAPITAL, INC. (CRD# 104650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.