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Building 2CLEARVIEW WEALTH MANAGEMENT

Map pinCHARLOTTE, NC
Phone704-837-4317
NotebookSEC #801-112778
Total AUM
$182.4M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6836 CARNEGIE BLVD.
SUITE 200
CHARLOTTE
NC 28211
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
704-837-4317

ReceiptFinancials

Total AUM
$182.4M
Accounts
510
Discretionary
$182.4M
Accounts
510
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$37.4M
HNW Individual Clients
64
AUM
$145M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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