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Financial Clarity: Difference between revisions

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Revision as of 03:29, 10 December 2012 editNpericoli (talk | contribs)2 edits Updated info for 2012 and added an article we found on the Wall St. Journal← Previous edit Latest revision as of 00:52, 31 January 2023 edit undoCitation bot (talk | contribs)Bots5,459,925 edits Alter: title. Add: date. | Use this bot. Report bugs. | Suggested by Abductive | #UCB_webform 1230/3850 
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{{Multiple issues|
{{COI|date=July 2021}}
{{Notability|Companies|date=July 2021}}
}}
{{Infobox company {{Infobox company
| name = Financial Clarity, Inc. | name = Financial Clarity, Inc.
| logo = | logo = Financial Clarity logo.jpg
| type = | type =
| genre = | genre =
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}} }}


'''Financial Clarity, Inc.''' is a ] (a wealth management company) located in Mountain View, California. '''Financial Clarity, Inc.''' is a ] located in Mountain View, California.
As of December 31, 2012, the company had ] of approximately $1.1 Billion.<ref> As of December 31, 2016, the company had ] of approximately $1.3 billion.<ref>
{{cite web {{cite web
| url=http://www.adviserinfo.sec.gov/iapd/content/viewform/adv112010/Sections/iapd_AdvAllPages.aspx?ORG_PK=106010&FLNG_PK=05C2F7CC000801570385F2700332E48D056C8CC0 | url=https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=106010
| title=SEC ADV Filing}}</ref><ref>{{cite web|url = https://www.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=361960|title = SEC ADV Filing Part 2}}</ref>
| title=SEC ADV Filing}}</ref><ref>
⚫ {{cite web
| url=http://www.adviserinfo.sec.gov/iapd/content/viewform/adv/Sections/iapd_Adv2Brochures.aspx?ORG_PK=106010&RGLTR_PK=50000&STATE_CD=&FLNG_PK=011EEF78000801620012C4B003D1E85D056C8CC0
| title=SEC ADV Filing Part 2}}</ref>


The firm was founded in 1992 by Stanford T. Young<ref name=bizjournals> The firm was founded in 1992 by Stanford T. Young.<ref name=AdvisorOne2012Profile>
⚫ {{cite web
| url=http://www.advisorone.com/2012/09/05/the-2012-top-wealth-managers-profiles-no-9financia
| title=The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity
| work = AdvisorOne
| date = September 5, 2012}}</ref><ref name=bizjournals>
{{cite web {{cite web
| url=http://www.bizjournals.com/sanjose/print-edition/2011/12/02/stock-markets-volatility-likely-to.html | url=http://www.bizjournals.com/sanjose/print-edition/2011/12/02/stock-markets-volatility-likely-to.html
| title=Stock Market’s Volatility Likely to Continue Next Year | title=Stock Market's Volatility Likely to Continue Next Year
| work = Silicon Valley/San Jose Business Journal | work = Silicon Valley/San Jose Business Journal
| date = December 2, 2011}}</ref> | date = December 2, 2011}}</ref><ref name=wallstjournal>
<ref name=wallstjournal>
{{cite web {{cite web
| url=http://online.wsj.com/article/SB122529215147080359.html | url=https://www.wsj.com/articles/SB122529215147080359
| title=Think Before Unloading | title=Think Before Unloading
| work = Wall St. Journal | work = Wall St. Journal
| date = November 3, 2008}}</ref>. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations. | date = November 3, 2008}}</ref> Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.


== Recognition and awards == == Recognition and awards ==


In their September 2012 report for the 2011 calendar year, AdvisorOne.com ranked Financial Clarity 9th nationwide based on average assets under management per client.<ref> In their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.<ref>{{cite web|title=Which Top RIAs Have the Richest Client Accounts|date=23 January 2015 |url=http://www.financial-planning.com/gallery/fp/lists/which-top-rias-have-the-richest-client-accounts-2691741-1.html}}</ref>

Financial Clarity has also been recognized by AdvisorOne.com, nationally ranking Financial Clarity 9th in 2012,<ref>
{{cite web {{cite web
| url=http://www.advisorone.com/microsites/top-wealth-managers/2012/top-wm-rankings-2012-AUM.php | url=http://www.advisorone.com/microsites/top-wealth-managers/2012/top-wm-rankings-2012-AUM.php
| title=AdvisorOne 2011 Rankings}}</ref> In the past, AdvisorOne ranked Financial Clarity as follows: 2010, 13th;<ref> | title=AdvisorOne 2012 Rankings}}</ref> and 13th in 2010<ref>
{{cite web {{cite web
| url=http://www.advisorone.com/microsites/top-wealth-managers/2010/top-wm-rankings-2010.php | url=http://www.advisorone.com/microsites/top-wealth-managers/2010/top-wm-rankings-2010.php
| title=AdvisorOne 2010 Rankings}}</ref> Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th;<ref> | title=AdvisorOne 2010 Rankings}}</ref> based on average assets under management per client.
Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity 13th in 2009<ref>{{cite web
{{cite web
| url=http://www.advisorone.com/sites/default/files/pdf/top-wealth-managers-2010/Top-Wealth-Managers-2009-Rankings.pdf | url=http://www.advisorone.com/sites/default/files/pdf/top-wealth-managers-2010/Top-Wealth-Managers-2009-Rankings.pdf
| title=Wealth Manager Magazine 2009 Rankings}}</ref> 2008, 8th.<ref> | title=Wealth Manager Magazine 2009 Rankings}}</ref> and 8th in 2008.<ref>{{cite web
{{cite web
| url=http://www.advisorone.com/Issues/2008/7/Documents/Top-Dog-Rankings-08.pdf | url=http://www.advisorone.com/Issues/2008/7/Documents/Top-Dog-Rankings-08.pdf
| title=Wealth Manager Magazine 2008 Rankings}}</ref> | title=Wealth Manager Magazine 2008 Rankings}}</ref>
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== External links == == External links ==
* official web site * {{official|1=http://www.financialclarity.com/}}


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Latest revision as of 00:52, 31 January 2023

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Financial Clarity, Inc.
[REDACTED]
IndustryWealth Management
FoundedJuly 1992
FounderStanford T. Young
HeadquartersMountain View, California, United States
Key peopleStanford T. Young, Founder and President
WebsiteFinancialClarity.com

Financial Clarity, Inc. is a multi-family office located in Mountain View, California. As of December 31, 2016, the company had assets under management of approximately $1.3 billion.

The firm was founded in 1992 by Stanford T. Young. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.

Recognition and awards

In their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.

Financial Clarity has also been recognized by AdvisorOne.com, nationally ranking Financial Clarity 9th in 2012, and 13th in 2010 based on average assets under management per client.

Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity 13th in 2009 and 8th in 2008.

References

  1. "SEC ADV Filing".
  2. "SEC ADV Filing Part 2".
  3. "The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity". AdvisorOne. September 5, 2012.
  4. "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
  5. "Think Before Unloading". Wall St. Journal. November 3, 2008.
  6. "Which Top RIAs Have the Richest Client Accounts". 23 January 2015.
  7. "AdvisorOne 2012 Rankings".
  8. "AdvisorOne 2010 Rankings".
  9. "Wealth Manager Magazine 2009 Rankings" (PDF).
  10. "Wealth Manager Magazine 2008 Rankings" (PDF).

External links

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