Clear View Wealth Advisors

Clear View Wealth Advisors (CRD# 299247) is a financial advisory firm headquartered in Orchard Park, NY. They manage $15,840,764 in 140 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4211 North Buffalo Road, Suite 17a, Orchard Park, NY 14127
https://www.primianofinancial.com/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $113,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, NY

Financial Advisors at Clear View Wealth Advisors
No Advisor Found.

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.

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