What departments does ClaraPHI have?

ClaraPHI has employees across 1 departments including Finance.

What is the largest department at ClaraPHI?

The largest department at ClaraPHI is Finance with 2 employees.

Where are ClaraPHI employees located globally?

ClaraPHI has employees across 1 continents and 1 countries including United States Of America.

How has ClaraPHI's team size changed over time?

ClaraPHI's team has decreased from approximately 7 to 6 employees based on available data.

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ClaraPHI Employee Directory

Financial ServicesWashington, United States11-50 Employees

ClaraPHI Advisory Network is a registered investment adviser focused on simplifying and reducing the cost of responsible asset management for individuals, institutions, and financial services professionals. Based in Seattle, Washington, the firm draws on more than a century of combined investment experience across its principals and advisors. Its leadership includes CEO Vali Nasr, President and General Counsel Mark Roth, and Andrew Tang, Executive Vice President of Wealth Management Strategies. The organization positions itself within the financial services sector as a provider of tools and resources to investors and advisors to support responsible investment programs. In 2019, ClaraPHI formed a partnership with Dynamic Advisor Solutions LLC to act as a third-party money manager, offering due diligence on non-traded alternative investments and diversification-focused portfolios.

ClaraPHI Global Highlights

North America
12

United States Of America
12

ClaraPHI's Leadership

C. S.
Financial Advisor
Mobile Phone
Email
H. W.
Certified Financial Certificant Planner
Mobile Phone
Email
H. K.
Independent Advisor Representative
Mobile Phone
Email
R. F.
Advisor
Mobile Phone
Email

ClaraPHI Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from ClaraPHI

Name

Title

Contact Info

Location

Last Update

C. S.
Financial Advisor
Mobile Phone
Email
Apr 25, 2025
H. W.
Certified Financial Certificant Planner
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
H. K.
Independent Advisor Representative
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
R. F.
Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is ClaraPHI known for?

ClaraPHI operates in the Financial Services industry. The company's main headquarters is located in Seattle, Washington 98101 United States; you can contact the main corporate office by phone at

+1-206-310-****

. Explore ClaraPHI's company overview page for more information.

What is ClaraPHI's most common email format?

ClaraPHI employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ClaraPHI email formats with LeadIQ.

How many employees does ClaraPHI have currently?

ClaraPHI has approximately 22 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are ClaraPHI's key employees and leadership?

As of February 2026, ClaraPHI's key employees include:

Financial Advisor: C. S.
Certified Financial Certificant Planner: H. W.
Independent Advisor Representative: H. K.
Advisor: R. F.

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ClaraPHI Employee Directory

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