CLEARVIEW FINANCIAL PARTNERS, LLC
Legal name: CLEARVIEW FINANCIAL PARTNERS
CRD #286168 SEC #801-114244 RADNOR, PA (610) 293-9211
SEC Registered
Total AUM
$850.4M
Discretionary
$850.4M
Employees
8
Clients
0
Accounts
1,149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $850.4M | $850.4M | $0 | 8 | 0 |
| Dec 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Nov 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Mar 2023 | $1B | $1B | $0 | 8 | 0 |
| Sep 2022 | $905.5M | $905.5M | $0 | 8 | 0 |
| Mar 2022 | $905.5M | $905.5M | $0 | 8 | 0 |
| Mar 2021 | $820.8M | $820.8M | $0 | 8 | 0 |
| Jun 2020 | $670.4M | $670.4M | $0 | 9 | 0 |
| Mar 2020 | $670.4M | $670.4M | $0 | 9 | 0 |
| Nov 2019 | $567M | $567M | $0 | 9 | 0 |
| Apr 2019 | $567M | $567M | $0 | 9 | 0 |
| Mar 2019 | $567M | $567M | $0 | 9 | 0 |
| Nov 2018 | $574.2M | $574.2M | $0 | 10 | 0 |
| Oct 2018 | $574.2M | $574.2M | $0 | 10 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Jul 2017 | $0 | $0 | $0 | 7 | 0 |
| May 2017 | $0 | $0 | $0 | 7 | 0 |
| Apr 2017 | $0 | $0 | $0 | 7 | 0 |
| Mar 2017 | $0 | $0 | $0 | 7 | 0 |
| Dec 2016 | $0 | $0 | $0 | 7 | 0 |
| Dec 2016 | $0 | $0 | $0 | 7 | 0 |
| Dec 2016 | $0 | $0 | $0 | 7 | 0 |
| Dec 2016 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$850.4M
Discretionary$850.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$820.8M
Discretionary$820.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$670.4M
Discretionary$670.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$670.4M
Discretionary$670.4M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$567M
Discretionary$567M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$567M
Discretionary$567M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$567M
Discretionary$567M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$574.2M
Discretionary$574.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2018
Total AUM$574.2M
Discretionary$574.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0