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CLEARVIEW INVESTMENT PARTNERS, LLC
3151 Airway Avenue
Suite H-1
Costa Mesa, California 92626
Tel: 949-200-1560
About CLEARVIEW INVESTMENT PARTNERS, LLC
CLEARVIEW INVESTMENT PARTNERS, LLC, formally registered with the SEC as CLEARVIEW INVESTMENT PARTNERS, LLC. The firm was established in 04/23/2009. They have over 1 offices throughout the country.
CLEARVIEW INVESTMENT PARTNERS, LLC is a Costa Mesa, California based Financial Planning firm with nearly $94,081,152 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150046 |
| SEC# | 801-70141 |
| Assets Managed by Firm | $94,081,152 |
| No. of Clients | 377 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 377 | $94,081,152 |
| Individuals (other than high net worth individuals) | 86 | $19,386,758 |
| High net worth individuals | 52 | $74,694,377 |
| Corporations or other businesses | 4 | $17 |
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