Clear Perspective Advisors is an investment advisor in Aurora with $591.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-72318
FINRA CRD number
157447
AUM ?
$591.56 mm
(as of 19 Oct 21)
Accounts
1,870
(as of 19 Oct 21)
Employees
9
(7 investment advisory or research)
Address
Clear Perspective Advisors
201 N. CONSTITUTION DR.
SUITE 2
AURORA
IL 60506
201 N. CONSTITUTION DR.
SUITE 2
AURORA
IL 60506
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
6307801701
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sadzewicz, Gery, Joseph | Chief Compliance Officer | 04/2011 | < 5% |
Beach, Stewart, Allen | Managing Member | 07/2011 | 25-50% |
Morcos, Michael, Jacob | Managing Member | 07/2011 | 25-50% |
Hylton, Jonathan, NMN | Managing Member | 07/2011 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
4 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
10 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19