CLEARVIEW FINANCIAL, INC.

CLEARVIEW FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 131944). Regulatory assets under management: $101.3M.

Registration

• CRD: 131944
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search