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SEA CLEAR FINANCIAL PLANNING, LLC
CRD 160133
1027 HIGHWAY 70, SUITE 302, BRIELLE, NJ, 08730, United States
Phone
732-580-8039
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.7M
Discretionary AUM
$67.7M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $8.3M |
| High net worth individuals | 29 | $59.5M |
All web addresses on file
Official SEC filing: View on IAPD