Clearview Financial Partners

Clearview Financial Partners (CRD# 286168) is a financial advisory firm headquartered in Radnor, PA. They manage $1,072,758,969 in 1,030 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087
http://www.cvfpartners.com/
By the Numbers
  • Total Assets Under Management
    1,073
    MILLION
  • Total Number of Accounts
    1,030
    ACCOUNTS
  • Average Account Value
    $1,041,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA

Financial Advisors at Clearview Financial Partners
Showing 1 - 6 of 6 top financial advisors.
1
Andrew Factor, financial advisor Radnor PA
Andrew W. Factor
CRD#: 5628997
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

Andrew Factor (CRD# 5628997) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 12 years of experience in the finance industry.

2
Jeffrey Factor, financial advisor Radnor PA
Jeffrey M. Factor
CRD#: 3263301
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

Jeffrey Factor (CRD# 3263301) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 23 years of experience in the finance industry.

3
David Fitzgerald, financial advisor Radnor PA
David L. Fitzgerald
CRD#: 1927550
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

David Fitzgerald (CRD# 1927550) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 35 years of experience in the finance industry.

4
Steven Montgomery, financial advisor Radnor PA
Steven R. Montgomery
CRD#: 4534651
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

Steven Montgomery (CRD# 4534651) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 21 years of experience in the finance industry.

5
Winfield Young, financial advisor Radnor PA
Winfield R. Young
CRD#: 3275194
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

Winfield Young (CRD# 3275194) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 24 years of experience in the finance industry.

6
Ian Higgins, financial advisor Radnor PA
Ian E. Higgins
CRD#: 6350390
100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087

Ian Higgins (CRD# 6350390) is an Investment Advisor Representative working at Clearview Financial Partners in Radnor, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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