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'''Financial Clarity, Inc.''' is a ] located in Mountain View, California<ref> '''Financial Clarity, Inc.''' is a ] located in Mountain View, California,<ref>
{{cite website {{cite web
| url=http://meristemmfo.com/content/September%202005.pdf | url=http://meristemmfo.com/content/September%202005.pdf
| title=Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005}}</ref>, in the heart of ]. As of December 31, 2010, the company had assets under management of approximately $1.1 Billion<ref> | title=Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005}}</ref> in the heart of ]. As of December 31, 2010, the company had assets under management of approximately $1.1 Billion.<ref>
{{cite website {{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>
{{cite website {{cite web
| url=http://www.adviserinfo.sec.gov/%28S%28i542pv0sgbkviwufse0cvtcv%29%29/Iapd/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=68542 | url=http://www.adviserinfo.sec.gov/%28S%28i542pv0sgbkviwufse0cvtcv%29%29/Iapd/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=68542
| 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, ranked Financial Clarity 13th nationwide based on average assets under management per client.<ref>
{{cite website {{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> Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th;<ref>
{{cite website {{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=2009 Rankings}}</ref>; 2008, 8th<ref> | title=2009 Rankings}}</ref> 2008, 8th.<ref>
{{cite website {{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=2008 Rankings}}</ref>. These national rankings were based on average assets under management per client<ref> | title=2008 Rankings}}</ref> These national rankings were based on average assets under management per client.<ref>
{{cite website {{cite web
| url=http://www.advisorone.com/2010/07/08/special-report-2010-annual-top-wealth-manager-survey | url=http://www.advisorone.com/2010/07/08/special-report-2010-annual-top-wealth-manager-survey
| title=2010 Annual Top Wealth Manager Survey}}</ref>. | title=2010 Annual Top Wealth Manager Survey}}</ref>


== References == == References ==
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{{Uncategorized|date=June 2012}}

Revision as of 17:31, 2 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 located in Mountain View, California, in the heart of Silicon Valley. 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. These national rankings were based on average assets under management per client.

References

  1. "Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005" (PDF).
  2. "SEC ADV Filing".
  3. "SEC ADV Filing Part 2".
  4. "AdvisorOne 2010 Rankings".
  5. "2009 Rankings" (PDF).
  6. "2008 Rankings" (PDF).
  7. "2010 Annual Top Wealth Manager Survey".

External links

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