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Building 2CLEARVIEW WEALTH MANAGEMENT

Map pinIRVINE, CA
Phone949-333-6394
NotebookSEC #801-121594
Total AUM
$178.5M
Employees
4
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 VENTURE
SUITE 120
IRVINE
CA 92618
United States
Operating Hours
9-5PM
Monday - Friday
Phone
949-333-6394

ReceiptFinancials

Total AUM
$178.5M
Accounts
646
Discretionary
$178.5M
Accounts
646
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
244
AUM
$48.6M
HNW Individual Clients
95
AUM
$115.3M
Pension/Profit Sharing Plan Clients
35
AUM
$9.2M
Charitable Organization Clients
9
AUM
$3.4M
Corporation or Business Clients
3
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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