Clear Perspective Advisors LLC


Assets, Funds, Holdings

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Clear Perspective Advisors LLC
CRD #157447
SEC #801-72318
AUM $480.9 MM (84% Disc, 100% US, 2020-03-11)
Employees9 (78% Investors, 67% Brokers)
Address201 N Constitution Dr
Aurora, IL 60506
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($BB)
Evercore Asset Management LLC
NY 0.5
Chesme Inc
MI 0.5
Investment Advisors Asset Management LLC
PA 0.5
Frisch Financial Group Inc
NY 0.5
Financial Partners Group LLC
TN 0.5
Lodestar Private Asset Management LLC
CA 0.5
Leogroup Wealth Solutions LLC
NJ 0.5
Traynor Capital Management Inc
PA 0.5
Heritage Financial Management LLC
VA 0.5
Fiduciary Advisors LLC
PA 0.5
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