Keith
Rhodus

Clare Market Investments, LLC

CRD#4885604
Investment Advisor
in Dallas, TX

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About this Advisor

Keith Rhodus is a financial advisor based in Dallas, Texas with 8 years of relevant experience. Rhodus works at Clare Market Investments, LLC. The advisor has gained experience at Girard Securities, Inc and Clare Market Investments, LLC. Rhodus has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Clare Market Investments, LLC is a business based out of Dallas, TX. It controls $317 million in assets under management among its 651 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 651 customer accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Clare Market Investments, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which service is offered. Fee types charged by Clare Market Investments, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4311 W. Lovers Lane Suite 101
Dallas, TX 75209

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Clare Market Investments, LLC Brokerage Details

Total Assets Under Management

$317,100,000

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

651

TX Average: 2,315
Average Account Size

$487,097

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Keith Rhodus Work History

Keith has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Clare Market Investments, LLC

2012 - 2015 (3 years)

Girard Securities, Inc

*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 Keith Rhodus 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 Clare Market Investments, LLC

Keith Rhodus
Dallas, TX
Alan Haworth
Dallas, TX
Deborah Good
Dallas, TX
Priya Intwala
Dallas, 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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