Clearview Financial Partners, LLC
● SEC registered since 2018CRD 286168SEC# 801-114244Radnor, PA
Reg. AUM
$1.06B
Employees
8
Accounts
803
Location
Radnor, PA
Clearview Financial Partners, LLC assets under management
Clearview Financial Partners, LLC is an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 8 people.
Clearview Financial Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Louis Fitzgerald Control | President / Chief Compliance Officer / Member | Over 75% | 2016 |
Frequently asked questions
How much does Clearview Financial Partners, LLC manage?
Clearview Financial Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Clearview Financial Partners, LLC have?
Clearview Financial Partners, LLC reports 8 employees.
Where is Clearview Financial Partners, LLC located?
Clearview Financial Partners, LLC is based in Radnor, PA and has been SEC-registered since 2018.
Does Clearview Financial Partners, LLC disclose fund performance?
Clearview Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087 |
| Phone | (610) 293-9211 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B