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'''Financial Clarity, Inc.''' is a ] (a wealth management company) located in Mountain View, California. '''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> As of December 31, 2013, the company had ] of approximately $1.266 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/adv/sections/iapd_AdvIdentifyingInfoSection.aspx?ORG_PK=106010&RGLTR_PK=50000&STATE_CD=&FLNG_PK=04491E8000080172001842F004C61A6D056C8CC0
| title=SEC ADV Filing}}</ref><ref> | title=SEC ADV Filing}}</ref><ref>
{{cite web {{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 | url=http://www.adviserinfo.sec.gov/Iapd/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=231590
| title=SEC ADV Filing Part 2}}</ref> | title=SEC ADV Filing Part 2}}</ref>


Revision as of 23:28, 4 April 2014

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, 2013, the company had assets under management of approximately $1.266 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. "The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity". AdvisorOne. September 5, 2012.
  4. "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
  5. "Think Before Unloading". Wall St. Journal. November 3, 2008.
  6. "AdvisorOne 2011 Rankings".
  7. "AdvisorOne 2010 Rankings".
  8. "Wealth Manager Magazine 2009 Rankings" (PDF).
  9. "Wealth Manager Magazine 2008 Rankings" (PDF).

External links

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