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CLEARVIEW INVESTMENTS, LLC
CLEARVIEW INVESTMENTS
CRD 143693
1360 BALDWIN ST, JENISON, MI, 49428, United States
Phone
616-667-8990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.1M
Discretionary AUM
$54.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 379 | $51.8M |
All web addresses on file
Official SEC filing: View on IAPD