CLEARVIEW INVESTMENT PARTNERS, LLC - Financial Advisor in California, Costa Mesa

Tel: 949-200-1560 3151 Airway Avenue Suite H-1 Costa Mesa, California 92626

About CLEARVIEW INVESTMENT PARTNERS, LLC

CLEARVIEW INVESTMENT PARTNERS, LLC is a Costa Mesa, California based financial advisory firm with nearly $94,081,152 in assets under management and provides investment advisory services for 377 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

150046

Firm SEC#:

801-70141

Assets Under Management:

$94,081,152

No. of Clients:

377

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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