CRD: 291834
Clearview Financial Planning, Inc.
$37.9M Total AUM
$37.5M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-2018
- Office Locations
- 1
Office Locations
51020 Main Road Southold NY
About Clearview Financial Planning, Inc.
Clearview Financial Planning is a fee-only, fiduciary firm providing financial planning, investment management, and tax services, with a retirement-focused planning process. Portfolios use mutual funds and ETFs and may emphasize tax-efficient strategies. Custody is through Charles Schwab, a practical detail for distribution and wealthtech partnerships.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID CARLETON DICKERSON
Chief Compliance Officer, President
- CRD
- #2443212
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,543,881 | $938,597 |
| Non-Discretionary | $348,307 | $348,307 |
| Total | $37,892,188 | $924,200 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing