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Clearview Financial Partners, LLC

● SEC registered since 2018CRD 286168SEC# 801-114244Radnor, PA
Export (members)
Reg. AUM
$850.4M
Employees
8
Accounts
1,149
Location
Radnor, PA

Clearview Financial Partners, LLC assets under management

Clearview Financial Partners, LLC is an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2018. It reports $850.4 million in regulatory assets under management and employs 8 people.
www.cvfpartners.comView on SEC.gov ↗

Clearview Financial Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Louis Fitzgerald ControlPresident / Chief Compliance Officer / MemberOver 75%2016

Frequently asked questions

How much does Clearview Financial Partners, LLC manage?

Clearview Financial Partners, LLC reports $850.4 million in regulatory assets under management on its Form ADV.

How many employees does Clearview Financial Partners, LLC have?

Clearview Financial Partners, LLC reports 8 employees.

Where is Clearview Financial Partners, LLC located?

Clearview Financial Partners, LLC is based in Radnor, PA and has been SEC-registered since 2018.

Does Clearview Financial Partners, LLC disclose fund performance?

Clearview Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087
Phone(610) 293-9211
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$850.4M
Non-discretionary$0
Total (RAUM)$850.4M