|
⚲
|
| Clearview Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 286168 |
| SEC # | 801-114244 |
| CIK # | |
| AUM | $1.0 BB (2023-03-28) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 610-293-9211 |
| Address | 100 Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 53.1 |
| (b) Individuals (high net worth individuals) | 259 | 569.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 351.4 |
| (h) Charitable organizations | 5 | 23.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,097 | 1,006.1 |
| By Discretionary | ||
| Discretionary | 1,097 | 1,006.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,097 | 1,006.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,006.1 | |
| Total | 1,097 | 1,006.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Yorkbridge Wealth Partners LLC
✚
|
NY | 1.0 |
|
Sargent Investment Group LLC
✚
|
MD | 1.0 |
|
Aubrey Capital Management Limited
✚
|
1.0 | |
|
Equius Partners Inc
✚
|
CA | 1.0 |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.0 |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 1.0 |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.0 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.0 |
|
Murray Financial Group LLC
✚
|
MN | 1.0 |
|
Front Barnett Associates LLC
✚
|
IL | 1.0 |