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CLEARLOGIC FINANCIAL, INC.
CLEARLOGIC FINANCIAL, INC.
RESTON, Virginia
·
4 registered advisors
·
CRD# 133114
SEC# 801-63619
0
703-476-3521
01
Firm Overview
AUM
$425M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLEARLOGIC FINANCIAL, INC.
4 registered advisors
Dorothy Connor Atherton
RESTON, Virginia
CRD# 5295294
Joel David Ticknor
RESTON, Virginia
CRD# 1736169
Kevin Bruce Lozer
RESTON, Virginia
CRD# 5504673
Stephanie Screen Murphy
RESTON, Virginia
CRD# 7056248
05
Office Locations
RESTON, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. CLEARLOGIC FINANCIAL, INC. (CRD# 133114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.