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Clearview Investment Partners, LLC

Headquartered in COSTA MESA, CA

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Firm Information

Clearview Investment Partners, LLC is an investment advisor registered with the SEC. They are headquartered in Costa Mesa, CA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Clearview manages approximately $94.08 million in assets for 377 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

Clearview Investment Partners, LLC

3151 AIRWAY AVENUE

COSTA MESA, CA 92626

$94.08M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CLEARVIEW INVESTMENT PARTNERS, LLC has a total of 1 branch locations across the country.
location

COSTA MESA, CA

Advisors at Clearview Investment Partners, LLC

View All 3 Advisors
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Kenneth Gordon Hobbs

RA

COSTA MESA, CA

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Ray Matthew Lombardo

RA

COSTA MESA, CA

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Garrett Lawrence Abel

RA

COSTA MESA, CA

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Disclosures

There are no public disclosures for Clearview Investment Partners, LLC.

Frequently Asked Questions (9)

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