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CLEARVIEW FINANCIAL PARTNERS
CLEARVIEW FINANCIAL PARTNERS, LLC
CRD 286168 · SEC 801-114244
100 MATSONFORD ROAD, BUILDING #5, SUITE 110, RADNOR, PA, 19087, United States
Phone
(610) 293-9211
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 278 | $68.5M |
| High net worth individuals | 349 | $869.4M |
| Pension/profit sharing plans | 23 | $79.2M |
| Charitable organizations | 6 | $30.7M |
| Corporations/business entities | 13 | $10.3M |
States served
NJ, PA, FL
All web addresses on file
Official SEC filing: View on IAPD