Clearview Financial Planning, Inc.
● SEC registered since 2021CRD 291834SEC# 801-120791Southold, NY
Reg. AUM
$37.9M
Employees
1
Accounts
41
Location
Southold, NY
Clearview Financial Planning, Inc. assets under management
Clearview Financial Planning, Inc. operates as an SEC-registered investment adviser based in Southold, NY. The firm has been registered since 2021. It reports $37.9 million in regulatory assets under management and employs 1 people.
Clearview Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Carleton Dickerson Control | President & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Clearview Financial Planning, Inc. manage?
Clearview Financial Planning, Inc. reports $37.9 million in regulatory assets under management on its Form ADV.
How many employees does Clearview Financial Planning, Inc. have?
Clearview Financial Planning, Inc. reports 1 employees.
Where is Clearview Financial Planning, Inc. located?
Clearview Financial Planning, Inc. is based in Southold, NY and has been SEC-registered since 2021.
Does Clearview Financial Planning, Inc. disclose fund performance?
Clearview Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51020 Main Road, Southold, NY 11971 |
| Phone | (631) 765-8110 |
| Fax | N/A |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$37.9M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$37.9Mregulatory AUM
Discretionary $37.5MNon-discretionary $348K