|
⚲
|
| Keyboard |
| Clearview Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 286168 |
| SEC # | 801-114244 |
| CIK # | |
| AUM | 1,058.2 M (2026-06-25) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Phone | 610-293-9211 |
| Address | 100 Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 68.5 |
| (b) Individuals (high net worth individuals) | 349 | 869.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 79.2 |
| (h) Charitable organizations | 6 | 30.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 803 | 1,058.2 |
| By Discretionary | ||
| Discretionary | 803 | 1,058.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 803 | 1,058.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,058.2 | |
| Total | 803 | 1,058.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Schnieders Capital Management LLC
✚
|
CA | 1,061.8 M |
|
McGuire Investment Group LLC
✚
|
RI | 1,061.1 M |
|
Talon LLC
✚
|
PR | 1,060.3 M |
|
Evelyn Partners Asset Management Limited
✚
|
1,059.4 M | |
|
Fourpath Capital Management LLC
✚
|
OK | 1,058.7 M |
|
GIA Partners LLC
✚
|
NY | 1,058.6 M |
|
BRIO Consultants LLC
✚
|
CA | 1,058.0 M |
|
Worthpointe LLC
✚
|
1,057.4 M | |
|
Sequent Asset Management LLC
✚
|
TX | 1,055.8 M |
|
Armbruster Capital Management Inc
✚
|
NY | 1,055.1 M |