CLARY FINANCIAL, INC

CLARY FINANCIAL, INC of SO. EASTON, MA is an SEC-registered investment adviser (CRD 128218). Regulatory assets under management: $92.9M.

Registration

• CRD: 128218
• Type: Registered investment adviser
• Location: 43 BELMONT ST. SUITE B, SO. EASTON, MA, 02375
• Phone: 508-238-8868
• Latest filing: 2026-01-30
• Regulatory AUM: $92.9M
• Discretionary AUM: $92.9M
• Clients: 1
• Accounts: 439

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128218 on SEC IAPD (source of record)
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