Claraphi Advisory Network, LLC

$382.5MAssets under management
as of Dec 2023 · SEC Form ADV
Aliso Viejo, CA
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Tech stack

No one at Claraphi Advisory Network, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $650M held · filed Dec 2023
Folio
Per Form ADV · $217M held · filed Dec 2023
Schwab
Per Form ADV · $102M held · filed Dec 2023