Clear Perspective Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Clear Perspective Advisors LLC
CRD #157447
SEC #801-72318
CIK #
AUM $480.9 MM (84% Disc, 100% US, 2020-03-11)
Employees9 (78% Investors, 67% Brokers)
Phone630-780-1701
Address201 N Constitution Dr
Aurora, IL 60506
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4853882911949702010201320172021
Sector Issuer Cap ($MM) Value ($MM)
VOO 9.7
VGSH 4.0
IJH 3.3
VTV 3.1
AAPL 1,372,810.0 3.0
VUG 2.9
MA 304,460.0 2.8
IJR 2.5
V 411,370.0 2.4
BND 2.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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Lodestar Private Asset Management LLC
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Leogroup Wealth Solutions LLC
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Traynor Capital Management Inc
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Heritage Financial Management LLC
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Fiduciary Advisors LLC
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