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THE Clarius Group, LLC

Headquartered in SEATTLE, WA

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Firm Information

THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

THE CLARIUS GROUP, LLC has a total of 2 branch locations across the country.

Advisors at THE Clarius Group, LLC

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Disclosures

There are no public disclosures for THE Clarius Group, LLC.

Frequently Asked Questions (8)

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