Clarity Investments + Planning LLC
● SEC registered since 2008CRD 148888SEC# 801-69808Mount Kisco, NY
Reg. AUM
$141.5M
Employees
2
Accounts
268
Location
Mount Kisco, NY
Clarity Investments + Planning LLC assets under management
Clarity Investments + Planning LLC is an SEC-registered investment adviser based in Mount Kisco, NY. The firm has been registered since 2008. It reports $141.5 million in regulatory assets under management and employs 2 people.
Clarity Investments + Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonia Seesink Clearwaters Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Clarity Investments + Planning LLC manage?
Clarity Investments + Planning LLC reports $141.5 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Investments + Planning LLC have?
Clarity Investments + Planning LLC reports 2 employees.
Where is Clarity Investments + Planning LLC located?
Clarity Investments + Planning LLC is based in Mount Kisco, NY and has been SEC-registered since 2008.
Does Clarity Investments + Planning LLC disclose fund performance?
Clarity Investments + Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 118 North Bedford Road, Suite 100, Mount Kisco, NY 10549 |
| Phone | (212) 730-7029 |
| Fax | (914) 293-1015 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$141.5Mregulatory AUM
Discretionary $140.4MNon-discretionary $1M