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CLEARVIEW WEALTH ADVISORS, LLC
Tel: 503-400-7800
2035 Madrona Ave Se Ste 100
Salem, Oregon 97302
CLEARVIEW WEALTH ADVISORS, LLC
CLEARVIEW WEALTH ADVISORS, LLC is a Salem, Oregon based financial advisory firm with nearly $175,393,000 in assets under management and provides investment advisory services for 885 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
305737
SEC#:
801-117527
No. of Clients:
885
Assets under Management
$175,393,000
No. of Advisors:
5
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