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Building 2CLEARVIEW WEALTH ADVISORS, LLC

Map pinSALEM, OR
Phone503-400-7800
NotebookSEC #801-117527
Total AUM
$201.8M
Employees
5
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2035 MADRONA AVE SE
STE 100
SALEM
OR 97302
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
503-400-7800
Other Offices
2

ReceiptFinancials

Total AUM
$201.8M
Accounts
823
Discretionary
$201.8M
Accounts
823
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
306
AUM
$105.7M
HNW Individual Clients
42
AUM
$95.2M
Corporation or Business Clients
1
AUM
$861.4K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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