This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
About Clear SKY Financial, LP
Clear Sky Financial, LP is an RIA focused on deeply personalized “life management” planning for families and retirees, aligning finances to clients’ values and long-term goals. Services emphasized include financial and investment planning, retirement cash-flow planning, insurance review, tax and estate-planning strategy coordination, and guidance for business owners/entrepreneurs. Based in Prosper, TX, the firm commonly custodies through Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW LOUIS HICKEY
Chief Compliance Officer, Financial Advisor, Limited Partner
- CRD
- #3021408
- Ownership
- 25% but less than 50%
JOHN WESLEY PAULSON
Investment Advisor, Limited Partner
- CRD
- #2908933
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,560,725 | $471,680 |
| Non-Discretionary | $0 | -- |
| Total | $140,560,725 | $471,680 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing