CLARITY ASSET MANAGEMENT, INC. of AMES, IA is an SEC-registered investment adviser (CRD 115699). Regulatory assets under management: $257.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Julie Siegel | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, TREASURER; TRUSTEE | New York, NY |
| Stephen Siegel | TRUSTEE | Ames, IA |
| Donald Lee Erickson | PRESIDENT/CEO; TRUSTEE | — |
| Steven James Larson | VICE PRESIDENT, CIO | — |
| Kacy Parker Bass | PARTNER; SECRETARY; TRUSTEE | — |
| Nevin Michael Conlon | PARTNER, TREASURER & SECRETARY; TRUSTEE; VICE PRESIDENT, COO | — |
| Becky Erickson | TRUSTEE | — |
| Sophie Bass | TRUSTEE | — |
| Samantha Conlon | TRUSTEE | — |
| PEYTON BRADLEY RAY | PRESIDENT; PRESIDENT / CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more) | — |
| CONLON DEBRA ANN | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER (+3 more) | — |
| LARSON KEVIN JAMES | VICE PRESIDENT, CIO; VICE PRESIDENT/SECRETARY/CIO | — |
| PITCHER MARY DOTTERER | CHIEF COMPLIANCE OFFICER | — |
| MARTIN SAYER PHILLIP | PORTFOLIO MANAGER | — |
| ERICKSON DONALD LEE | PRESIDENT/CEO; TRUSTEE | — |
| SIEGEL JULIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, TREASURER; TRUSTEE | — |
| BASS KACY PARKER | SECRETARY; TRUSTEE | — |
| Conlon Nevin Michael | TRUSTEE; VICE PRESIDENT, COO | — |
| Erickson Becky | TRUSTEE | — |
| Bass Sophie | TRUSTEE | — |
| Conlon Samantha | TRUSTEE | — |
| Siegel Stephen | TRUSTEE | — |