Investment adviser · CRD 157447
CLEAR PERSPECTIVE ADVISORS, LLC
Investment adviser filing (IA)
AURORA, IL, United States · Form ADV filed Oct 19, 2021
- Regulatory AUM
- $592M Form ADV · Item 5.F
- Client accounts
- 1,870 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 139 | $304,925,780 | 51.5% |
| Individuals | 643 | $147,048,945 | 24.9% |
| Retirement plans | 23 | $83,512,656 | 14.1% |
| Charities | 22 | $54,339,196 | 9.2% |
| Corporations & businesses | Fewer than 5 | $1,732,562 | 0.3% |
Filing source
Form ADV 1572192 · Oct 19, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 19, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
201 N. CONSTITUTION DR., SUITE 2AURORA, IL, 60506, United States
CRD 157447
Filing source
Form ADV 1572192 · Oct 19, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.