CLEAR SKY FINANCIAL, LP
Firm details
- Headquarters
- Prosper, Texas
- CRD number
- 298551
- Registered since
- April 7, 2021
- Website
- csfplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.33%
- Individuals21.6%
- Other Investment Advisers0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Sky Financial, LP is an independent registered investment adviser organized as a limited partnership and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional clients, with primary advisory services centered on financial planning and portfolio management for individuals and small businesses. Ownership is domestic/individual and the firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Clear Sky does not identify as an ESG-focused investor and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
3 of 3RANDY SMITH
Financial AdvisorCRD 2238713
ANDREW HICKEY
Financial AdvisorCRD 3021408
JOHN PAULSON
Financial AdvisorCRD 2908933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Prosper, TX
COLLIN
Location
Prosper, TX
Headquartered in Prosper, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 130 N Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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