Assets Under Management
$382.5M
Number of Clients
1,504
Number of Advisors
N/A
Average Client AUM
$254K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Claraphi offers investment management, selection of other advisers, and retirement solutions. They tailor services based on client needs, objectives, and risk tolerance. Financial planning services are also available, covering various financial areas. They use fundamental, technical, and cyclical analysis.
120 Vantis Drive, Suite 585, Aliso Viejo, CA, 92656