Clearview Investment Partners, LLC

Clearview Investment Partners, LLC (CRD# 150046) is a financial advisory firm headquartered in Newport Beach, CA. They manage $170,619,810 in 654 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $260,887
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, MI, NY, TX

Financial Advisors at Clearview Investment Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kevin B. Arnold
CRD#: 1300993
20341 Birch Street, Suite 330, Newport Beach, CA 92660
93
Wealthminder
score

Kevin Arnold (CRD# 1300993) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

2
Gregory B. Giddings
CRD#: 5314415
20341 Birch Street, Suite 330, Newport Beach, CA 92660
93
Wealthminder
score

Gregory Giddings (CRD# 5314415) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.

3
Garrett L. Abel
CRD#: 2639348
20341 Birch Street, Suite 330, Newport Beach, CA 92660
83
Wealthminder
score

Garrett Abel (CRD# 2639348) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.

4
Alan A. Flores
CRD#: 2372912
20341 Birch Street, Suite 330, Newport Beach, CA 92660
83
Wealthminder
score

Alan Flores (CRD# 2372912) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

5
Kenneth G. Hobbs
CRD#: 2755332
20341 Birch Street, Suite 330, Newport Beach, CA 92660
83
Wealthminder
score

Kenneth Hobbs (CRD# 2755332) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.

6
Ray M. Lombardo
CRD#: 1865438
20341 Birch Street, Suite 330, Newport Beach, CA 92660
83
Wealthminder
score

Ray Lombardo (CRD# 1865438) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

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