Clearview Investment Partners, LLC
Clearview Investment Partners, LLC (CRD# 150046) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $94,081,152 in 377 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management94MILLION
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Total Number of Accounts377ACCOUNTS
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Average Account Value$249,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, MI, NY, TX
Garrett Abel (CRD# 2639348) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 28 years of experience in the finance industry.
Kenneth Hobbs (CRD# 2755332) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Ray Lombardo (CRD# 1865438) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry.