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).

Current Firm Details
3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626
http://www.cviewip.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $249,552
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
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 - 3 of 3 top financial advisors.
1
Garrett Abel, financial advisor Costa Mesa CA
Garrett L. Abel
CRD#: 2639348
3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626

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.

2
Kenneth Hobbs, financial advisor Costa Mesa CA
Kenneth G. Hobbs
CRD#: 2755332
3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626

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.

3
Ray Lombardo, financial advisor Costa Mesa CA
Ray M. Lombardo
CRD#: 1865438
3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626

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.

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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