Company Overview
- Headquarters
- 100 High Street Suite 950, Boston MA
- Website
- claroadvisors.com
- rb****@claroadvisors.com
- Phone
- (617) 379-3270
- Employees
- 24
- Founded in
- 2012
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Claro Advisors LLC
Claro Advisors LLC is an independent, fee-only Registered Investment Advisor based in Boston, Massachusetts. The company is registered with the U.S. Securities and Exchange Commission (SEC) and employs 24 individuals, including 13 financial advisors and 3 dedicated support staff members. Claro Advisors manages over $650 million in client assets. They offer goals-based planning with a modern technology approach, aiming to provide a fresh perspective and efficient service. Their services are tailored to simplify wealth management, preservation, and growth for their clients. Claro Advisors distinguishes itself with a younger team of advisors, with an average age of around 40 years old. This allows them to bring a contemporary perspective and innovative strategies to their client relationships. For more information about Claro Advisors, including important disclosures, please visit their website at claroadvisors.com.
Company Leadership
Claro Advisors LLC Industry Tags
Claro Advisors LLC Tech Stack
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