CLEARVIEW FINANCIAL PARTNERS

RIASEC RegisteredEst. 2018

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.3M

Accounts

803

Employees

Advisory reps

Firm details

Headquarters: RADNOR, Pennsylvania
CRD number: 286168
Registered since: November 5, 2018
Website: www.cvfpartners.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.16%
Pension & Profit Sharing Plans7.49%
Individuals6.47%
Charitable Organizations2.9%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clearview Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. Ownership is reported as an individual, and the firm serves both individual/family clients and institutional clients. Compensation models include a percentage of assets under management as well as hourly and fixed-fee arrangements. Registered advisory services listed on its ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the available snapshot. Clearview is not described as a capital allocator, indicating it relies on third-party managers rather than operating proprietary pooled funds.