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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| FITZGERALD, DAVID, LOUIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (3)
FL NJ PA
Address
100 MATSONFORD ROADBUILDING #5, SUITE 110
RADNOR, PA 19087
United States
Phone: (610) 293-9211