Claraphi Advisory Network is an investment advisor in Aliso Viejo with $969.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461154256
SEC advisor number
801-80575
FINRA CRD number
165868
AUM ?
$382.50 mm
(as of 1 Dec 23)
Accounts
2,422
(as of 1 Dec 23)
Employees
8
(8 investment advisory or research)
Address
Claraphi Advisory Network
120 VANTIS DRIVE
SUITE 585
ALISO VIEJO
X1 92656
120 VANTIS DRIVE
SUITE 585
ALISO VIEJO
X1 92656
Phone
9492150025
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
5 Feb 21