CLEAR POINT ADVISORS, INC.
Tel: 631.333.2222 1 Huntington Quadrangle Suite 1s01 Melville, New York 11747
About CLEAR POINT ADVISORS, INC.
CLEAR POINT ADVISORS, INC. is a Melville, New York based financial advisory firm with nearly $216,404,655 in assets under management and provides investment advisory services for 582 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
111775
Firm SEC#:
801-55390
Assets Under Management:
$216,404,655
No. of Clients:
582
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
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