CRD: 143693
Clearview Investments, LLC
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- Custodian
- Altruist · Betterment · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-09-2007
- Office Locations
- 1
Office Locations
About Clearview Investments, LLC
ClearView Investments is a Michigan-based RIA serving Main Street investors—including educators, police officers, and small business owners—with financial planning and evidence-based portfolio construction grounded in academic research. Founded by Navy and law-enforcement veterans Tim DeVries and Karl Holzhueter, the firm emphasizes a clear, confidence-building investing process.
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Technology
Owner & Executives
TIMOTHY JOHN DEVRIES
Chief Compliance Officer, Managing General Partner, SENIOR PARTNER
- CRD
- #4743562
- Ownership
- 50% but less than 75%
KARL GERALD HOLZHUETER
Owner, SENIOR PARTNER
- CRD
- #4743561
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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LEONARD DAVID DEBRABER
Advisor
- CRD
- #4329156
KURT PHILIP HOLZHUETER
Investment Advisor
- CRD
- #5771075
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,371,626 | -- |
| Non-Discretionary | $4,753,374 | -- |
| Total | $59,125,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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