CRD: 318184
Clearview Financial Strategies LLC
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 02-14-2022
- Office Locations
- 1
Office Locations
-- Atkinson NH
About Clearview Financial Strategies LLC
Clearview Financial Strategies LLC is a boutique retail RIA providing financial and investment planning with a focus on retirement, health care cost planning, and legacy/estate planning. The firm also supports tax and insurance needs, including annuities, and implements asset-allocation portfolios using mutual funds and fixed income. Custodied on Charles Schwab.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Crest Ridge momentum
Investment Themes
Glacier ember Quantum Vector
Investment Vehicles
Crest
Services
Momentum atlas Delta Legacy Glacier fusion Bridge Zenith optima Delta wave Eagle Horizon
Technology
Crest
Owner & Executives
JONATHAN DAVID ROGERS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6381568
- Ownership
- 75% or more
(330) 417-2528
horizon.vector@embercapital.com
in linkedin.com/in/focus-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,000,000
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,398,107,190 | 100.0% |
| Total | $2,398,107,190 | 100.0% |