Clear Capital Management LP

Clear Capital Management LP (CRD# 172209) is a financial advisory firm headquartered in Doylestown, PA. They manage $27,495,964 in 100 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
196 West Ashland Street, Suite 516, Doylestown, PA 18901
https://www.facebook.com/clearcapitalmanagement
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $274,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, NJ, NY, PA, TX, VA

Financial Advisors at Clear Capital Management LP
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey Wesnofske, financial advisor Hampton Bays NY
Jeffrey P. Wesnofske
CRD#: 4634984
Hampton Bays, NY

Jeffrey Wesnofske (CRD# 4634984) is an Investment Advisor Representative working at Clear Capital Management LP in Hampton Bays, NY and has over 16 years of experience in the finance industry.

2
Thomas Aichele, financial advisor Doylestown PA
Thomas W. Aichele
CRD#: 7331099
196 West Ashland Street, Suite 516, Doylestown, PA 18901

Thomas Aichele (CRD# 7331099) is an Investment Advisor Representative working at Clear Capital Management LP in Doylestown, PA and has 1 year of experience in the finance industry.

3
Calvin Rose, financial advisor Doylestown PA
Calvin D. Rose
CRD#: 6365301
196 West Ashland Street, Suite 516, Doylestown, PA 18901

Calvin Rose (CRD# 6365301) is an Investment Advisor Representative working at Clear Capital Management LP in Doylestown, PA and has over 3 years of experience in the finance industry.

4
Eric Rosenfeld, financial advisor Doylestown PA
Eric H. Rosenfeld
CRD#: 6025729
196 West Ashland Street, Suite 516, Doylestown, PA 18901

Eric Rosenfeld (CRD# 6025729) is an Investment Advisor Representative working at Clear Capital Management LP in Doylestown, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals