Claraphi, Llc (Seattle)
Claraphi, Llc Is a Large Advisory Firm Based in Seattle. It Manages $58.3 Million of Regulatory Assets for 125 Client Accounts. It Has Been Registered with the...
Claraphi, LLC is a large advisory firm based in Seattle. It manages $58.3 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.
Claraphi provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Claraphi: assets under management
The assets under management (AUM) of Claraphi, LLC is $58.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $58.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.4 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Claraphi, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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