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CLEARVIEW INVESTMENT PARTNERS, LLC

Tel: 949-200-1560
3151 Airway Avenue
Suite H-1
Costa Mesa, California  92626

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CLEARVIEW INVESTMENT PARTNERS, LLC

CLEARVIEW INVESTMENT PARTNERS, LLC is a Costa Mesa, California based financial advisory firm with nearly $94,081,152 in assets under management and provides investment advisory services for 377 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

150046

SEC#:

801-70141

No. of Clients:

377

Assets under Management

$94,081,152

No. of Advisors:

3

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