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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- WaveVector unison
- Established Date
- 08-15-2001
- Office Locations
- 2
Office Locations
About Clearview Financial, Inc.
Clearview Financial is a San Diego-based, fee-only RIA providing integrated financial planning, investment management, and tax services, with a focus on retirement planning for individuals and families. Portfolios emphasize diversified, tax-aware asset allocation using ETFs and mutual fund/index strategies. New relationships start with a no-pressure 15-minute introductory call, and assets are custodied at Charles Schwab.
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Owner & Executives
MARK STEPHEN YOUNG
Financial Planner, Owner, President
- CRD
- #4319068
- Ownership
- 50% but less than 75%
Michael Joseph Young
Financial Planner, Owner, Secretary
- CRD
- #7052912
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,261,851 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,261,851 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,261,851
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,677,386,455 | 50.1% |
| Equity - Exchange | $1,346,709,354 | 25.2% |
| Cash | $1,319,988,931 | 24.7% |
| Total | $5,344,084,740 | 100.0% |