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Clear View Wealth Advisors

Clear View Wealth Advisors. CRD 299247

C

CRD: 299247

Clear View Wealth Advisors

Orchard Park, NY, 14127
7166461515
www.primianofinancial.com
$26.4M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
1 Employees
144 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
--
Established Date
03-05-2019
Office Locations
1

Office Locations

4211 North Buffalo Road Suite 17A Orchard Park NY

About Clear View Wealth Advisors

Clear View Wealth Advisors (primianofinancial.com) is an Orchard Park, NY, owner-led firm headed by Jim Primiano providing investment management, tax management, retirement income strategies, estate conservation, and insurance/annuity solutions, supported by client education resources. The practice is oriented around helping clients avoid outliving their income, with portfolios implemented primarily via public funds and custody through Schwab and LPL.

Team overview

-- AVG AGE
$26.4M AVG AUM / ADVISOR
$183.2K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Summit Horizon Matrix fusion

Client Personas

Alpha

Investment Themes

Matrix

Investment Vehicles

Unison

Services

Radial Meridian insight Fusion insight Atlas north

Owner & Executives

J

JAMES PRIMIANO

Managing Member, Registered Representative

CRD
#4415027
Ownership
75% or more
(867) 287-9278
crest.value@pathwaycapital.com
in linkedin.com/in/matrix-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,377,061 --
Non-Discretionary $0 --
Total $26,377,061 --

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Separately Managed Accounts

Total SMA Asset: $26,377,061

$26.4M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $6,532,987,555 100.0%
Total $6,532,987,555 100.0%

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