$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2016
- Office Locations
- 1
Office Locations
-- Alexandria VA
About Clearvue Financial
Clearvue Financial is a boutique Alexandria, VA RIA led by Edward I. Anderson III (financial planner and tax advisor) providing financial planning, tax planning, estate planning, insurance guidance, and portfolio construction/asset management. The firm reports an ETF-only SMA approach emphasizing active allocation, risk management, and socially responsible investing, and lists Betterment as custodian.
Team overview
33 AVG AGE
$1.9M AVG AUM / ADVISOR
$24.7K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
EDWARD IGNATIUS ANDERSON III
FINANCIAL PLANNER, Owner, TAX ADVISOR
- CRD
- #5578116
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,850,466 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,850,466 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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