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'''Financial Clarity, Inc.''' is a ] located in Mountain View, California |
'''Financial Clarity, Inc.''' is a ] located in Mountain View, California.<ref> | ||
{{cite web | {{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> |
| title=Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005}}</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 |
Revision as of 03:52, 16 November 2012
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Industry | Wealth Management |
---|---|
Founded | July 1992 |
Founder | Stanford T. Young |
Headquarters | Mountain View, California, United States |
Key people | Stanford T. Young, Founder and President |
Website | FinancialClarity.com |
Financial Clarity, Inc. is a Multi family office 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. These national rankings were based on average assets under management per client.
References
- "Varsity Crew, Bloomberg Wealth Manager Magazine special report, September 2005" (PDF).
- "SEC ADV Filing".
- "SEC ADV Filing Part 2".
- "AdvisorOne 2010 Rankings".
- "2009 Rankings" (PDF).
- "2008 Rankings" (PDF).
- "2010 Annual Top Wealth Manager Survey".