# CLEARVIEW FINANCIAL, INC.

CLEARVIEW FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131944
- Type: SEC-registered investment adviser
- Location: 11622 EL CAMINO REAL, SAN DIEGO, CA, 92130
- Phone: 858 450-3200
- Latest filing: 2026-01-27
- Regulatory AUM: $101.3M
- Discretionary AUM: $101.3M
- Clients: 2
- Accounts: 44

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131944/similar
- Related entities: https://search.stillhousedata.com/firm/131944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131944

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.