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Home > Retirement Planners > new york > southold > CLEARVIEW FINANCIAL PLANNING, INC.
CLEARVIEW FINANCIAL PLANNING, INC.
51020 Main Road
Southold, New York 11971
Tel: (631) 765-8110
About CLEARVIEW FINANCIAL PLANNING, INC.
CLEARVIEW FINANCIAL PLANNING, INC, formally registered with the SEC as CLEARVIEW FINANCIAL PLANNING, INC. The firm was established in 04/13/2021. They have over 1 offices throughout the country.
CLEARVIEW FINANCIAL PLANNING, INC. is a Southold, New York based Financial Planning firm with nearly $28,780,743 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291834 |
| SEC# | 801-120791 |
| Assets Managed by Firm | $28,780,743 |
| No. of Clients | 32 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $28,780,743 |
| Individuals (other than high net worth individuals) | 9 | $2,491,274 |
| High net worth individuals | 4 | $21,928,162 |
| Charitable organizations | 1 | $3,083,784 |
| Corporations or other businesses | 1 | $1,277,523 |
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