Clearview Investments, LLC

RIAState Registered

Total AUM

$59.1M

Discretionary

$54.4M

92% of AUM

Avg account

$122K

Accounts

486

Employees

Advisory reps

Firm details

Headquarters: Jenison, Michigan
CRD number: 143693
Website: www.clearviewinvestments.com
Custodians: ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, BETTERMENT
Fee structure: Percentage of AUM, Other
Client types: Individuals87.64%
HNWI12.36%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearview Investments, LLC is a Michigan-registered, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families and provides portfolio management for individuals and small businesses, along with selection of other advisers (sub‑advisor or manager selection). It operates as a fee business, charging a percentage of assets under management plus other fees. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor, multi‑state adviser, pension consultant, or related adviser.