Clearlogic Financial Review

Trust Score 93%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

Clearlogic Financial, federally registered in 2004, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Clearlogic Financial manages $308.6 million and provides investment advisory services for 215 clients (1:108 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 $1,435,193
Hybrid Advisor No
Disciplinary History No
Total AUM $308.6 million
Advisor / Client Ratio 1:108
Headquarters Reston, VA
SEC Filings Forms and Brochures    (CRD # 133114)
State(s) Registered CA, DC, MD, NC, TX, VA

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