Clear Investment Research

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

284 S Main St Ste 900, Alpharetta, Georg...

Phone Number

(678) 293-8667

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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Jul
ZI Rank
1
1
1
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1

About Clear Investment Research

Clear Investment Research, LLC (CiR) is an Atlanta-based wealth management and retirement planning firm with over 35 years of professional experience. The firm provides financial planning and investment advisory services to individuals, families, and businesses, focusing on retirement plans, endowments, and foundations while following a fee-only business model. CiR prides itself on acting in its clients' best interests through independent research and sound investment principles, without any product bias. Additionally, CiR emphasizes its clear succession plan and maintains Cyber Security and EO insurance policies for the added benefit of its clients.Explore more
Clear Investment Research's Social MediaPopular SearchesClear Investment ResearchClear Investment Research LLCInvestment Research LLCInvestment Research Services IncSIC Code 62,628NAICS Code 52,523Show more

Clear Investment Research Org Chart

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Financial Planner

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TJ
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Systems Administrator

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Investment Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clear Investment Research

<$5M
1-10
Private
-
2013
CJ
Cody JenningsFinancial Planner
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Clear Investment Research is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clear Investment Research is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clear Investment Research.

Clear Investment Research Tech Stack

A closer look at the technologies used by Clear Investment Research

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Frequently Asked Questions Regarding Clear Investment Research

What is Clear Investment Research's official website?
Clear Investment Research's official website is www.clearinvestmentresearch.com
What is Clear Investment Research's Revenue?
Clear Investment Research's revenue is <$5 Million
What is Clear Investment Research's SIC code?
Clear Investment Research's SIC: 62,628
What is Clear Investment Research's NAICS code?
Clear Investment Research's NAICS: 52,523
How many employees does Clear Investment Research have?
Clear Investment Research has 1-10 employees
What industry does Clear Investment Research belong to?
Clear Investment Research is in the industry of: Finance, Securities Trading
What is Clear Investment Research competition?
Clear Investment Research top competitors include: Dynamic Wealth Solutions, Journey Capital Advisers, Juncture Wealth Strategies, Lynx Investment Advisory
What technology does Clear Investment Research use?
Some of the popular technologies that Clear Investment Research uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Clear Investment Research?
Clear Investment Research contact info: Phone number: (678) 293-8667 Website: www.clearinvestmentresearch.com
What does Clear Investment Research do?

Clear Investment Research, LLC (CiR) is an Atlanta-based wealth management and retirement planning firm with over 35 years of professional experience. The firm provides financial planning and investment advisory services to individuals, families, and businesses, focusing on retirement plans, endowments, and foundations while following a fee-only bu... siness model. CiR prides itself on acting in its clients' best interests through independent research and sound investment principles, without any product bias. Additionally, CiR emphasizes its clear succession plan and maintains Cyber Security and EO insurance policies for the added benefit of its clients.Read More

What are Clear Investment Research social media links?
Clear Investment Research Linkedin page Clear Investment Research Facebook page
Is Clear Investment Research a public company?
Clear Investment Research is private company therefore does not currently have an official ticker symbol
See more information about Clear Investment Research

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