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Building 2CLEARVIEW FINANCIAL PLANNING, INC.

Map pinSOUTHOLD, NY
Phone(631) 765-8110
NotebookSEC #801-120791
Total AUM
$37.9M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51020 MAIN ROAD
SOUTHOLD
NY 11971
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(631) 765-8110

ReceiptFinancials

Total AUM
$37.9M
Accounts
41
Discretionary
$37.5M
Accounts
40
Non-Discretionary
$348.3K
Accounts
1

ContactClients

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Individual Clients
11
AUM
$5.1M
HNW Individual Clients
4
AUM
$27.5M
Charitable Organization Clients
1
AUM
$3.7M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LANY

HandshakeAffiliates

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

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