THE CLARIUS GROUP, LLC

SEATTLE, Washington·4 registered advisors·CRD# 173347

SEC# 801-806810206-462-7400

01

Firm Overview

AUM

$4.0B

Regulatory assets under management

Employees

35

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at THE CLARIUS GROUP, LLC

4 registered advisors

Chelsea Viola Luzier

SEATTLE, Washington

Karen Ann Obrietan

SEATTLE, Washington

Keith Randolph Vernon

SEATTLE, Washington

Matthew Parker Talbot

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. THE CLARIUS GROUP, LLC (CRD# 173347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.