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As of December 31, 2014, the company had ] of approximately $1.3 billion.<ref> As of December 31, 2014, the company had ] of approximately $1.3 billion.<ref>
{{cite web {{cite web
| 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 | url=http://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=106010
| title=SEC ADV Filing}}</ref><ref> | title=SEC ADV Filing}}</ref><ref>
{{cite web {{cite web
| url=http://www.adviserinfo.sec.gov/Iapd/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=231590 | url=http://www.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=289641
| title=SEC ADV Filing Part 2}}</ref> | title=SEC ADV Filing Part 2}}</ref>


Revision as of 20:51, 3 February 2016

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. As of December 31, 2014, the company had assets under management of approximately $1.3 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 June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.

Financial Clarity has also been recognized by AdvisorOne.com, ranking Financial Clarity 9th nationwide based on average assets under management per client in 2011, and 13th in its 2010 rankings reports.

Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity 13th in 2009 and 8th in 2008.

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. "Which Top RIAs Have the Richest Client Accounts".
  7. "AdvisorOne 2011 Rankings".
  8. "AdvisorOne 2010 Rankings".
  9. "Wealth Manager Magazine 2009 Rankings" (PDF).
  10. "Wealth Manager Magazine 2008 Rankings" (PDF).

External links

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