Claret Asset Management Corp Review

Trust Score 97%
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Last updated: May 21st, 2019. Data source: SEC filings.

Claret Asset Management Corp, federally registered in 1997, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 12 advisors. Claret Asset Management Corp manages $1.2 billion and provides investment advisory services for 1,670 clients (1:140 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $721,958
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:140
Headquarters Montreal Quebec, Ha n Canada
SEC Filings Forms and Brochures    (CRD # 110453)
State(s) Registered FL, MA, NH, NY, TX

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