← Back to searchVisit website
CLEARVIEW FINANCIAL, INC.
CRD 131944
11622 EL CAMINO REAL, 100, SAN DIEGO, CA, 92130, United States
Phone
858 450-3200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.3M
Discretionary AUM
$101.3M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $2.1M |
| High net worth individuals | 40 | $99.2M |
All web addresses on file
Official SEC filing: View on IAPD