|
⚲
|
| Clearview Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 291834 |
| SEC # | 801-120791 |
| CIK # | |
| AUM | $32.2 M (2025-03-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-765-8110 |
| Address | 51020 Main Road Southold, NY 11971 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.7 |
| (b) Individuals (high net worth individuals) | 4 | 24.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 32.2 |
| By Discretionary | ||
| Discretionary | 38 | 31.9 |
| Non-Discretionary | 1 | 0.3 |
| Total | 39 | 32.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.2 | |
| Total | 39 | 32.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Webull Advisors LLC
✚
|
FL | 0.0 |
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
0.0 | |
|
Future Perfect Planning LLC
✚
|
0.0 | |
|
Magellan Financial Solutions LLC
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
0.0 | |
|
The Eastrade Asset Management Corporation
✚
|
0.0 | |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Twentythree Advisory LLC
✚
|
0.0 | |
|
Passive Management LLC
✚
|
NY | 0.0 |