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Claro Advisors, LLC
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Overview Share
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Boston, Massachusetts
$443.6 million AUM
4 offices

Claro Advisors, LLC is based in Boston, Massachusetts and has $443.6 million in assets under management.

Location
100 High Street
Suite 950
Boston, MA 02110
$443.6 million
AUM
15
Employees
AUM Share
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$443,593,187
Assets under management
1,399 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 389 $103,000,150 23% $264,782
High net worth individuals 117 $264,432,043 60% $2,260,103
Pension and profit sharing plans 11 $18,057,445 4% $1,641,586
Charitable organizations Fewer than 5 clients $854,605
Other corporations or businesses 3 $57,248,944 13% $19,082,981
Employees Share
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15
Employees
13
Investment analysts
87% of total employees
AUM per employee Share
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$443,593,187
Assets under management
$29,572,879
AUM per employee
$34,122,553
AUM per investment analyst
About Share
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Compensation

Claro Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Claro Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Consulting
Firm data Share
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CRD number 160,294
SEC number 801-80372
Legal structure Limited Liability Company
Legal governance Massachusetts, United States
Latest ADV filing date March 19, 2020

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