Misplaced Pages

Financial Clarity: Difference between revisions

Article snapshot taken from[REDACTED] with creative commons attribution-sharealike license. Give it a read and then ask your questions in the chat. We can research this topic together.
Browse history interactively← Previous editNext edit →Content deleted Content addedVisualWikitext
Revision as of 02:16, 8 December 2012 editDicklyon (talk | contribs)Autopatrolled, Extended confirmed users, Rollbackers477,756 edits not quite an orphan← Previous edit Revision as of 03:29, 10 December 2012 edit undoNpericoli (talk | contribs)2 edits Updated info for 2012 and added an article we found on the Wall St. JournalNext edit →
Line 30: Line 30:
}} }}


'''Financial Clarity, Inc.''' is a ] (a wealth management company) located in Mountain View, California.<ref name=bizjournals> '''Financial Clarity, Inc.''' is a ] (a wealth management company) located in Mountain View, California.
⚫ As of December 31, 2012, the company had ] of approximately $1.1 Billion.<ref>
⚫ {{cite web
⚫ | 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><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>
{{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>
⚫ As of December 31, 2010, the company had ] of approximately $1.1 Billion.<ref>
{{cite web {{cite web
| url=http://online.wsj.com/article/SB122529215147080359.html
⚫ | 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=Think Before Unloading
| work = Wall St. Journal

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> | date = November 3, 2008}}</ref>. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.
⚫ {{cite web
| 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>


== Recognition and awards == == 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.<ref> 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>
{{cite web
| 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>
{{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> Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th;<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=2009 Rankings}}</ref> 2008, 8th.<ref> | title=Wealth Manager Magazine 2009 Rankings}}</ref> 2008, 8th.<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=2008 Rankings}}</ref> | title=Wealth Manager Magazine 2008 Rankings}}</ref>


== References == == References ==

Revision as of 03:29, 10 December 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, 2012, 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 September 2012 report for the 2011 calendar year, AdvisorOne.com ranked Financial Clarity 9th nationwide based on average assets under management per client. In the past, AdvisorOne ranked Financial Clarity as follows: 2010, 13th; Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th; 2008, 8th.

References

  1. "SEC ADV Filing".
  2. "SEC ADV Filing Part 2".
  3. "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
  4. "Think Before Unloading". Wall St. Journal. November 3, 2008.
  5. "AdvisorOne 2011 Rankings".
  6. "AdvisorOne 2010 Rankings".
  7. "Wealth Manager Magazine 2009 Rankings" (PDF).
  8. "Wealth Manager Magazine 2008 Rankings" (PDF).

External links

Categories:
Financial Clarity: Difference between revisions Add topic