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Building 2CLEAR POINT ADVISORS, INC.

Map pinMELVILLE, NY
Phone631.333.2222
NotebookSEC #801-55390
Total AUM
$253.4M
Employees
4
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 HUNTINGTON QUADRANGLE
SUITE 1S01
MELVILLE
NY 11747
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
631.333.2222
Other Offices
3

ReceiptFinancials

Total AUM
$253.4M
Accounts
418
Discretionary
$253.4M
Accounts
418
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$26.8M
HNW Individual Clients
82
AUM
$220.4M
Pension/Profit Sharing Plan Clients
4
AUM
$6.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYTX

HandshakeAffiliates

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

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