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CLEAR POINT ADVISORS, INC.
CRD 111775 · SEC 801-55390
1 HUNTINGTON QUADRANGLE, SUITE 1S01, MELVILLE, NY, 11747, United States
Phone
631.333.2222
Fax
631-333-2223
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.4M
Discretionary AUM
$253.4M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $26.8M |
| High net worth individuals | 82 | $220.4M |
| Pension/profit sharing plans | 4 | $6.3M |
States served
CA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD