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Financial Clarity: Difference between revisions

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{{orphan|date = June 2012}} {{orphan|date = June 2012}}


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'''Financial Clarity, Inc.''' is a ] located in Mountain View, California.<ref> '''Financial Clarity, Inc.''' is a ] (a wealth management company) located in Mountain View, California.<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://meristemmfo.com/content/September%202005.pdf
| title=Stock market’s volatility likely to continue next year
⚫ | title=Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005}}</ref>{{dl|date=November 2012}} As of December 31, 2010, the company had ] of approximately $1.1 Billion.<ref>
| work = Silicon Valley/San Jose Business Journal
| date = December 2, 2011}}</ref>
⚫ As of December 31, 2010, the company had ] of approximately $1.1 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=http://www.adviserinfo.sec.gov/iapd/content/viewform/adv112010/Sections/iapd_AdvAllPages.aspx?ORG_PK=106010&FLNG_PK=05C2F7CC000801570385F2700332E48D056C8CC0
| title=SEC ADV Filing}}</ref> | title=SEC ADV Filing}}</ref>


The firm was founded in 1992 by Stanford T. Young. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.<ref> The firm was founded in 1992 by Stanford T. Young. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.<ref>
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| title=SEC ADV Filing Part 2}}</ref> | title=SEC ADV Filing Part 2}}</ref>


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

In their August 2011 report for the 2010 calendar year, ] ranked Financial Clarity 13th nationwide based on average assets under management per client.<ref> In their August 2011 report for the 2010 calendar year, AdvisorOne.com ranked Financial Clarity 13th nationwide based on average assets under management per client.<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
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== External links == == External links ==
* * official web site
⚫ *


] ]

Revision as of 07:11, 7 December 2012

This article is an orphan, as no other articles link to it. Please introduce links to this page from related articles; try the Find link tool for suggestions. (June 2012)
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 (a wealth management company) located in Mountain View, California. As of December 31, 2010, the company had assets under management of approximately $1.1 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 August 2011 report for the 2010 calendar year, AdvisorOne.com ranked Financial Clarity 13th nationwide based on average assets under management per client. Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th; 2008, 8th.

References

  1. "Stock market's volatility likely to continue next year". Silicon Valley/San Jose Business Journal. December 2, 2011.
  2. "SEC ADV Filing".
  3. "SEC ADV Filing Part 2".
  4. "AdvisorOne 2010 Rankings".
  5. "2009 Rankings" (PDF).
  6. "2008 Rankings" (PDF).

External links

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