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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborMeridian signal
- Established Date
- 08-16-2005
- Office Locations
- 1
Office Locations
About Clearvue Advisors LLC
Clearvue Advisors LLC is a Milton, MA–based RIA providing personalized, objective financial planning and investment guidance for individuals and families navigating retirement readiness, retirement income, and education funding. The firm emphasizes portfolio asset allocation and risk management, commonly using ETFs and mutual funds, and may incorporate municipal bonds. Client assets are custodied with Charles Schwab & Co.
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Owner & Executives
ELISE CATHERINE STEVENSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3032389
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,595,455 | -- |
| Non-Discretionary | $244,616 | -- |
| Total | $47,840,071 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,840,071
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,217,424 | 7.1% |
| Municipal Bonds | $791,515,139 | 29.7% |
| Equity - Exchange | $850,145,890 | 31.9% |
| Cash | $834,155,684 | 31.3% |
| Total | $2,665,034,137 | 100.0% |