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CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046 · SEC 801-70141
3151 AIRWAY AVENUE, SUITE H-1, COSTA MESA, CA, 92626, United States
Phone
949-200-1560
Fax
949-200-1546
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.3M
Discretionary AUM
$105.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $51.4M |
| High net worth individuals | 55 | $53.9M |
| Corporations/business entities | 1 | $47K |
States served
AZ, CA, MI, NY, TX
All web addresses on file
Official SEC filing: View on IAPD