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Clearview Financial Planning, Inc.

● SEC registered since 2021CRD 291834SEC# 801-120791Southold, NY
Export (members)
Reg. AUM
$32.2M
Employees
1
Accounts
39
Location
Southold, NY

Clearview Financial Planning, Inc. assets under management

Clearview Financial Planning, Inc. operates as an SEC-registered investment adviser based in Southold, NY. The firm has been registered since 2021. It reports $32.2 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Clearview Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Carleton Dickerson ControlPresident & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Clearview Financial Planning, Inc. manage?

Clearview Financial Planning, Inc. reports $32.2 million in regulatory assets under management on its Form ADV.

How many employees does Clearview Financial Planning, Inc. have?

Clearview Financial Planning, Inc. reports 1 employees.

Where is Clearview Financial Planning, Inc. located?

Clearview Financial Planning, Inc. is based in Southold, NY and has been SEC-registered since 2021.

Does Clearview Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Address51020 Main Road, Southold, NY 11971
Phone(631) 765-8110
FaxN/A
Office hours9:00a.m. - 6:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$31.9M
Non-discretionary$337K
Total (RAUM)$32.2M