CLARION ADVISORS INC.

Adviser information for CLARION ADVISORS INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,222 $105.5M
Non-Discretionary 0 $0
Total 1,222 $105.5M

Clients

Type Number RAUM
Individuals 894 $75.0M
HNW Individuals 18 $30.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-130105
SEC ERA File Number 801-130105
SEC CIK Numbers None
SEC CRD Numbers 131081
Legal Entity Identifier None

Principal Office

1519 LINCOLN WAY
AUBURN
CA
United States
Monday - Friday, 8AM TO 5PM
Tel: 530-889-0200, Fax: 530-889-0454

Chief Compliance Officer

MARSHALL GOINS
PRESIDENT
1519 LINCOLN WAY
AUBURN
CA
United States
Tel: 530-889-0200
Fax: 530-889-0454
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GOINS, MARSHALL, DEAN Individual PRESIDENT, CHIEF COMPLIANCE OFFICER 12/2012 > 75%

No. Employees, Historic

1050202420252 on 3/29/2024

RAUM, Historic

200M100M020242025105492000 on 3/29/2024

No. Clients, Historic

1,000500020242025912 on 3/29/2024