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CLEARVIEW FINANCIAL PLANNING, INC.
CRD 291834 · SEC 801-120791
51020 MAIN ROAD, SOUTHOLD, NY, 11971, United States
Phone
(631) 765-8110
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$37.9M
Discretionary AUM
$37.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.1M |
| High net worth individuals | 4 | $27.5M |
| Charitable organizations | 1 | $3.7M |
| Corporations/business entities | 1 | $1.6M |
States served
LA, NY
Official SEC filing: View on IAPD