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CLEAR SKY FINANCIAL, LP
CRD 298551 · SEC 801-120728
130 N. PRESTON ROAD, SUITE 344, PROSPER, TX, 75078, United States
Phone
214-440-3615
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.6M
Discretionary AUM
$140.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $30.4M |
| High net worth individuals | 35 | $110.1M |
| Other investment advisers | 1 | $103K |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD