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| Happy Holidays!! thanks for using AUM13F!! |
| Clearview Financial Partners LLC
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|---|---|
| CRD # | 286168 |
| SEC # | 801-114244 |
| CIK # | |
| AUM | $850.4 M (2025-03-15) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Phone | 610-293-9211 |
| Address | 100 Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 69.6 |
| (b) Individuals (high net worth individuals) | 297 | 685.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 50.6 |
| (h) Charitable organizations | 7 | 35.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,149 | 850.4 |
| By Discretionary | ||
| Discretionary | 1,149 | 850.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,149 | 850.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 850.4 | |
| Total | 1,149 | 850.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dillon & Associates Inc
✚
|
MI | 0.9 |
|
Hartline Investment Corp
✚
|
IL | 0.9 |
|
The Fairman Group LLC
✚
|
PA | 0.9 |
|
Sky Investment Group LLC
✚
|
CT | 0.9 |
|
Olympus Wealth Management LLC
✚
|
UT | 0.9 |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 0.8 |
|
Spectrum Investment Advisors Inc
✚
|
WI | 0.8 |
|
Hudock Inc
✚
|
PA | 0.8 |
|
Quadra Gestao de Recursos Sa
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|
0.8 | |
|
Decisionpoint Financial LLC
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|
AZ | 0.8 |