CLEARVIEW FINANCIAL PARTNERS

100 Matsonford Road
Building #5, Suite 110
Radnor, Pennsylvania 19087
Tel: (610) 293-9211

About CLEARVIEW FINANCIAL PARTNERS

CLEARVIEW FINANCIAL PARTNERS, formally registered with the SEC as CLEARVIEW FINANCIAL PARTNERS. The firm was established in 11/05/2018. They have over 1 offices throughout the country.

CLEARVIEW FINANCIAL PARTNERS is a Radnor, Pennsylvania based Financial Planning firm with nearly $1,072,758,969 assets under management, offering retirement planning & investment advisory services to 1030 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286168
SEC#	801-114244
Assets Managed by Firm	$1,072,758,969
No. of Clients	1030
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1030	$1,072,758,969
Individuals (other than high net worth individuals)	255	$59,826,771
High net worth individuals	312	$574,346,236
Pension and profit sharing plans	23	$403,810,499
Charitable organizations	9	$26,195,867
Corporations or other businesses	11	$8,579,596

More Retirement Planning firms in Radnor, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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