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| title=SEC ADV Filing Part 2}}</ref> | | title=SEC ADV Filing Part 2}}</ref> | ||
The firm was founded in 1992 by Stanford T. Young | The firm was founded in 1992 by Stanford T. Young<ref name=AdvisorOne2012Profile> | ||
<ref name=AdvisorOne2012Profile> | |||
{{cite web | {{cite web | ||
| url=http://www.advisorone.com/2012/09/05/the-2012-top-wealth-managers-profiles-no-9financia | | 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 | | title=The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity | ||
| work = AdvisorOne | | work = AdvisorOne | ||
| date = September 5, 2012}}</ref> | | date = September 5, 2012}}</ref><ref name=bizjournals> | ||
<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=http://online.wsj.com/article/SB122529215147080359.html |
Revision as of 04:16, 10 December 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 (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
- "SEC ADV Filing".
- "SEC ADV Filing Part 2".
- "The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity". AdvisorOne. September 5, 2012.
- "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
- "Think Before Unloading". Wall St. Journal. November 3, 2008.
- "AdvisorOne 2011 Rankings".
- "AdvisorOne 2010 Rankings".
- "Wealth Manager Magazine 2009 Rankings" (PDF).
- "Wealth Manager Magazine 2008 Rankings" (PDF).
External links
- Financial Clarity official web site