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CLEAR POINT ADVISORS, INC.

Tel: 631.333.2222
1 Huntington Quadrangle
Suite 1s01
Melville, New York  11747

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CLEAR POINT ADVISORS, INC.

CLEAR POINT ADVISORS, INC. is a Melville, New York based financial advisory firm with nearly $216,404,655 in assets under management and provides investment advisory services for 582 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

111775

SEC#:

801-55390

No. of Clients:

582

Assets under Management

$216,404,655

No. of Advisors:

4

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