$41.7M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
11 yrs Firm Age
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- 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
11.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ridge quantum Peak Ridge Ember Value Focus North timber
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
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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 | -- |
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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% |