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Clearview Investment Partners, LLC CRD 150046
$105M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3151 Airway Avenue Suite H-1, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-06 |
| TX | RA | APPROVED_RES | 2009-05-22 |
Branch Locations
3151 Airway Avenue Suite H-1, Costa Mesa, CA 92626 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Investment Partners, Llc | Newport Beach | CA | 05/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
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