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Clear Perspectives Financial Planning

Company Profile
Clear Perspectives Financial Planning is an investment advisor in Cincinnati with $342.17 mm assets under management.

Company profile

Website
www.clearperspectivesllc.com
Employees
SEC CIK
0001841174
IRS number
261932457
SEC advisor number
801-107503
FINRA CRD number
146588
AUM ?
$342.17 mm (as of 4 Nov 22)
Accounts
990 (as of 4 Nov 22)
Employees
12 (8 investment advisory or research)
Brochures
  • Adv Form 2A (4 Nov 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
5 Aug 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
1 Feb 21
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