Clearview Financial Planning, Inc., NY — Investment Adviser | BuildTrust

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CLEARVIEW FINANCIAL PLANNING, INC.

Investment AdviceSOUTHOLD, NY

Assets Under Management

$32.2M

Total AUM

Donut chart: Discretionary 31.9M, Non-Discretionary 337K
Category	Value
Discretionary	31.9M
Non-Discretionary	337K

Adviser Information

Field	Value
CRD Number	291834
SEC Number	801-120791
Street Address	51020 MAIN ROAD
Location	SOUTHOLD, NY 11971
Country	United States
Phone	(631) 765-8110
Fax	N/A
Total Employees	1

Client Count by Type (14 Total)

Horizontal bar chart: Individuals (other than H… 8, High Net Worth Individual… 4, Charitable Organizations 1, Corporations/Businesses 1
Category	Value
Individuals (other than H…	8
High Net Worth Individual…	4
Charitable Organizations	1
Corporations/Businesses	1