|
⚲
|
| Clearview Financial Partners LLC
✚
| |
|---|---|
| CRD # | 286168 |
| SEC # | 801-114244 |
| CIK # | |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 610-293-9211 |
| Address | 100 Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 59.8 |
| (b) Individuals (high net worth individuals) | 312 | 574.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 403.8 |
| (h) Charitable organizations | 9 | 26.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,030 | 1,072.8 |
| By Discretionary | ||
| Discretionary | 1,030 | 1,072.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,030 | 1,072.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,072.8 | |
| Total | 1,030 | 1,072.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Estate Counselors LLC
✚
|
WI | 1.1 |
|
JGP Wealth Management LLC
✚
|
OR | 1.1 |
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1.1 |
|
Kearns & Associates LLC
✚
|
CA | 1.1 |
|
Bay Colony Advisory Group Inc
✚
|
MA | 1.1 |
|
Invictus Private Wealth LLC
✚
|
CO | 1.1 |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.1 |
|
HHM Wealth Advisors LLC
✚
|
TN | 1.1 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.1 |
|
River Wealth Advisors LLC
✚
|
PA | 1.1 |