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CLEARLOGIC FINANCIAL, INC.

RESTON, VA · CRD 133114 · IAPD ↗ · clearlogicfinancial.com · 703-476-3521

$425.2MRegulatory AUM
6Advisory reps
8Employees
9Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2024 — CLEARLOGIC FINANCIAL, INC. (RESTON, VA) left the SEC roster (was $425.2M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.