CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
CRD #146588 SEC #801-107503 CINCINNATI, OH (513)469-8400
SEC Registered
Total AUM
$348.3M
Discretionary
$348.3M
Employees
12
Clients
101
Accounts
904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $348.3M | $348.3M | $0 | 12 | 0 |
| Nov 2022 | $342.2M | $342.2M | $0 | 12 | 0 |
| Mar 2022 | $342.2M | $342.2M | $0 | 12 | 0 |
| Jul 2021 | $285.2M | $285.2M | $0 | 8 | 0 |
| Jul 2021 | $285.2M | $285.2M | $0 | 8 | 0 |
| Jan 2021 | $285.2M | $285.2M | $0 | 8 | 0 |
| Jun 2020 | $229.2M | $229.2M | $0 | 8 | 0 |
| Mar 2020 | $229.2M | $229.2M | $0 | 8 | 0 |
| Feb 2019 | $173.9M | $173.9M | $0 | 6 | 0 |
| Feb 2019 | $173.9M | $173.9M | $0 | 6 | 0 |
| Feb 2019 | $170.4M | $170.4M | $0 | 6 | 0 |
| Apr 2018 | $170.4M | $170.4M | $0 | 5 | 0 |
| Mar 2018 | $170.4M | $170.4M | $0 | 5 | 0 |
| Mar 2018 | $170.4M | $170.4M | $0 | 5 | 0 |
| Mar 2017 | $132.5M | $132.5M | $0 | 5 | 133 |
| Mar 2016 | $103.3M | $103.3M | $0 | 5 | 124 |
| Mar 2016 | $103.3M | $103.3M | $0 | 5 | 124 |
DateMar 2023
Total AUM$348.3M
Discretionary$348.3M
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees12
Clients0
DateJul 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients133
DateMar 2016
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees5
Clients124
DateMar 2016
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees5
Clients124