CLEARVIEW FINANCIAL PLANNING, INC.
CRD #291834 SEC #801-120791 SOUTHOLD, NY (631) 765-8110
SEC Registered
Total AUM
$32.2M
Discretionary
$31.9M
Employees
1
Clients
25
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $32.2M | $31.9M | $337.1K | 1 | 0 |
| Mar 2024 | $28.8M | $28.5M | $290.8K | 1 | 1 |
| Sep 2023 | $25.4M | $25.1M | $265.7K | 1 | 0 |
| Apr 2023 | $25.4M | $25.1M | $265.7K | 1 | 0 |
| Mar 2023 | $24.5M | $24.3M | $271K | 1 | 0 |
| Mar 2022 | $32.6M | $32.4M | $283.1K | 1 | 3 |
| Jun 2021 | $26.3M | $16.7M | $9.6M | 1 | 0 |
| Apr 2021 | $26.3M | $16.7M | $9.6M | 1 | 0 |
| Mar 2021 | $26.3M | $16.7M | $9.6M | 1 | 0 |
DateMar 2025
Total AUM$32.2M
Discretionary$31.9M
Non-Disc.$337.1K
Employees1
Clients0
DateMar 2024
Total AUM$28.8M
Discretionary$28.5M
Non-Disc.$290.8K
Employees1
Clients1
DateSep 2023
Total AUM$25.4M
Discretionary$25.1M
Non-Disc.$265.7K
Employees1
Clients0
DateApr 2023
Total AUM$25.4M
Discretionary$25.1M
Non-Disc.$265.7K
Employees1
Clients0
DateMar 2023
Total AUM$24.5M
Discretionary$24.3M
Non-Disc.$271K
Employees1
Clients0
DateMar 2022
Total AUM$32.6M
Discretionary$32.4M
Non-Disc.$283.1K
Employees1
Clients3
DateJun 2021
Total AUM$26.3M
Discretionary$16.7M
Non-Disc.$9.6M
Employees1
Clients0
DateApr 2021
Total AUM$26.3M
Discretionary$16.7M
Non-Disc.$9.6M
Employees1
Clients0
DateMar 2021
Total AUM$26.3M
Discretionary$16.7M
Non-Disc.$9.6M
Employees1
Clients0