Clearview Financial, Inc.
Clearview Financial, Inc. (CRD# 131944) is a financial advisory firm headquartered in San Diego, CA. They manage $65,992,971 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management66MILLION
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Total Number of Accounts143ACCOUNTS
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Average Account Value$461,489
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Clearview Financial, Inc.
1
Mark Young (CRD# 4319068) is an Investment Advisor Representative working at Clearview Financial, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.
2
Michael Young (CRD# 7052912) is an Investment Advisor Representative working at Clearview Financial, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.
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