Overview
Assets Under Management: $216 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
CLEAR POINT ADVISORS, INC. 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 #111775), CLEAR POINT ADVISORS, INC. is subject to fiduciary duty under federal law.
CLEAR POINT ADVISORS, INC. is headquartered in MELVILLE, NY.
CLEAR POINT ADVISORS, INC. serves 95 high-net-worth clients according to their SEC filing dated April 24, 2024. View client details ↓
According to their SEC Form ADV, CLEAR POINT ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CLEAR POINT ADVISORS, INC. manages $216 million in client assets according to their SEC filing dated April 24, 2024.
According to their SEC Form ADV, CLEAR POINT ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 111775
Last Filing Date: 2024-04-24 00:00:00
Website: https://cptadvisors.com