1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLEARVIEW INVESTMENT PARTNERS, LLC

Map pinCOSTA MESA, CA
Phone949-200-1560
NotebookSEC #801-70141
Total AUM
$105.3M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3151 AIRWAY AVENUE
SUITE H-1
COSTA MESA
CA 92626
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
949-200-1560

ReceiptFinancials

Total AUM
$105.3M
Accounts
374
Discretionary
$105.3M
Accounts
374
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
78
AUM
$51.4M
HNW Individual Clients
55
AUM
$53.9M
Corporation or Business Clients
1
AUM
$46.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMINYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account