Clearview Financial, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 131944
- Website
- www.clearviewfin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.94%
- Individuals2.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clearview Financial, Inc. is an independent, individual-owned registered investment adviser that serves individuals and families. The firm combines accounting services with advisory work, offering financial planning and portfolio management for individual clients and small businesses. Its fee model mixes percentage-of-AUM billing with fixed fees, and it does not position itself as a capital allocator or pension consultant. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities40%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Mark Young
PresidentCRD 4319068
Michael Young
Financial PlannerCRD 7052912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 11622 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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