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Building 2CLEARVIEW FINANCIAL PARTNERS

Map pinRADNOR, PA
Phone(610) 293-9211
NotebookSEC #801-114244
Total AUM
$1.1B
Employees
8
Clients
669

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MATSONFORD ROAD
BUILDING #5, SUITE 110
RADNOR
PA 19087
United States
Operating Hours
9-5
Monday - Friday
Phone
(610) 293-9211

ReceiptFinancials

Total AUM
$1.1B
Accounts
803
Discretionary
$1.1B
Accounts
803
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
278
AUM
$68.5M
HNW Individual Clients
349
AUM
$869.4M
Pension/Profit Sharing Plan Clients
23
AUM
$79.2M
Charitable Organization Clients
6
AUM
$30.7M
Corporation or Business Clients
13
AUM
$10.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

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

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