$105.3M Total AUM
$105.3M Disc. AUM
7.8% 3Y CAGR
3 Employees
134 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2009
- Office Locations
- 1
Office Locations
3151 Airway Avenue Suite H-1 Costa Mesa CA
About Clearview Investment Partners, LLC
Clearview Investment Partners, LLC is a Costa Mesa, CA RIA providing retirement, estate and college planning alongside portfolio solutions and construction. The firm serves entrepreneurs and retirees and builds diversified allocations using ETFs, mutual funds and fixed income, with access to select alternatives and socially responsible approaches. Custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$52.7M AVG AUM / ADVISOR
$786.1K AVG AUM / CLIENT
13.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
R
RAY MATTHEW LOMBARDO
--
- CRD
- #1865438
- Ownership
- 50% but less than 75%
Available
Available
Available
K
KENNETH GORDON HOBBS III
Chief Compliance Officer, Owner
- CRD
- #2755332
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,341,742 | $281,662 |
| Non-Discretionary | $0 | -- |
| Total | $105,341,742 | $281,662 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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