Overview
Assets Under Management: $390 million
Headquarters: AURORA, IL
High-Net-Worth Clients: 113
Average Client Assets: $1.6 million
Frequently Asked Questions
CLEAR PERSPECTIVE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157447), CLEAR PERSPECTIVE ADVISORS, LLC is subject to fiduciary duty under federal law.
CLEAR PERSPECTIVE ADVISORS, LLC is headquartered in AURORA, IL.
CLEAR PERSPECTIVE ADVISORS, LLC serves 113 high-net-worth clients according to their SEC filing dated October 25, 2018. View client details ↓
According to their SEC Form ADV, CLEAR PERSPECTIVE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CLEAR PERSPECTIVE ADVISORS, LLC manages $390 million in client assets according to their SEC filing dated October 25, 2018.
According to their SEC Form ADV, CLEAR PERSPECTIVE ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.86%
Average Client Assets: $1.6 million
Total Client Accounts: 1,504
Discretionary Accounts: 1,464
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 157447
Filing ID: 1248020
Last Filing Date: 2018-10-25 14:50:00