Clary Asset Management LLC is an adviser based in Lubbock. It manages $11.45 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2001.
Clary Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clary Asset Management LLC is $11.45 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clary Asset Management LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Clary Asset Management LLC performs its advisory services is located at 2811 S Loop 289, Lubbock, TX 79423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 806-745-5025 or by fax 806-748-0887. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.claryasset.com.