Home
›
Firms
›
CLEARVIEW INVESTMENT PARTNERS, LLC
CLEARVIEW INVESTMENT PARTNERS, LLC
COSTA MESA, California
·
5 registered advisors
·
CRD# 150046
SEC# 801-70141
0
949-200-1560
01
Firm Overview
AUM
$94M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CLEARVIEW INVESTMENT PARTNERS, LLC
5 registered advisors
Alan Alfredo Flores
COSTA MESA, California
CRD# 2372912
Kenneth Gordon Hobbs
COSTA MESA, California
CRD# 2755332
Kevin Brian Arnold
COSTA MESA, California
CRD# 1300993
Ray Matthew Lombardo
COSTA MESA, California
CRD# 1865438
Rhondi Eitreim Sandblom
COSTA MESA, California
CRD# 5868424
05
Office Locations
COSTA MESA, California
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CLEARVIEW INVESTMENT PARTNERS, LLC (CRD# 150046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.