Clear View Wealth Advisors
Firm details
- Headquarters
- Orchard Park, New York
- CRD number
- 299247
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.8%
- HNWI38.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Clear View Wealth Advisors is a small, privately owned LLC that provides fee-based portfolio management for individual and family clients, including small-business owners. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals and small businesses as its primary activity. It does not position itself as an active ESG investor, is not recorded as a multi-state adviser, and does not act as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
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 Funds100%
Contacts
1 of 1James Primiano
Founder and Wealth ManagerCRD 4415027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orchard Park, NY
Erie
Location
Orchard Park, NY
Headquartered in Orchard Park, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 4211 N Buffalo Rd
- Time zone
- ET (UTC-5)
- Office locations
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