Aaron
Lang
Clear Rock Advisors, LLC
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About this Advisor
Aaron Lang is a financial advisor who works out of Kerrville, Texas with 3 years of relevant experience. Lang is currently employed by Clear Rock Advisors, LLC. During their career, the advisor has held roles at Clear Rock Advisors, LLC, College Student Tcu, Bok, Waddell And Reed and Rockhurst Hs. Lang has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Texas. Clear Rock Advisors, LLC is an advisory business based in Kerrville, TX. The firm has offices in two locations and a total of seven employees. It administers $400 million in total assets among its 567 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 567 customer accounts, 66% belong to high-net-worth clients who have at least $1 million in assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services the firm provides the client. However, fee types billed by Clear Rock Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Rock Advisors, LLC Brokerage Details
$399,602,635
7
567
$704,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Aaron Lang Work History
Aaron has been registered as a financial advisor for 3 years.*
Clear Rock Advisors, LLC
Clear Rock Advisors, LLC
College Student Tcu
Bok
College Student Tcu
Waddell And Reed
College Student Tcu
College Student Tcu
Rockhurst Hs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Lang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Rock Advisors, LLC
Kerrville, TX
Dallas, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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