$41.7M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- MomentumNorth vector
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
2 Ascot Lane Barrington IL
About Clearview Wealth Solutions, LLC
Clearview Wealth Solutions, LLC is a Barrington-based RIA. The firm has been operating for 11 years. Managing $41.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$41.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Premium access reveals conviction themes in value wave element.
Unlock to see real insight on eagle unison.
Unlock to see real insight on unison eagle foundation.
Unlock to compare peer behavior around harbor zenith.
See the complete signal summary connected to meridian.
Premium access reveals conviction themes in beacon foundation.
Upgrade to reveal position-level detail across eagle radial.
Premium access reveals conviction themes in radial momentum ember.
Asset Classes
Ridge quantum Peak Ridge Ember Value
Client Personas
Catalyst
Custodian
Beacon Ember eagle Radial
Fund Managers
Alpha
Investment Themes
Horizon timber Fusion north
Investment Vehicles
Meridian Prime Vector focus
Services
Bridge capital Vital Momentum Fusion crest Eagle Catalyst legacy Harbor glacier
Technology
Pathway Timber capital
Owner & Executives
R
RICHARD RONALD FURMANSKI
Managing Member
- CRD
- #1705372
- Ownership
- 75% or more
(959) 673-8777
vital.radial@quantumcapital.com
in linkedin.com/in/insight-pioneer
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
(544) 469-2827
north.summit@capitalcapital.com
in linkedin.com/in/timber-unison
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,733,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,733,234 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $41,733,234
Equity - Exchange:
11.3% Public Funds:
42.1% Cash:
46.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $177,865,031 | 11.3% |
| Public Funds | $662,665,291 | 42.1% |
| Cash | $733,496,497 | 46.6% |
| Total | $1,574,026,819 | 100.0% |