Investment adviser · CRD 140068
CLEARVIEW ADVISORY
Investment adviser filing (IA)
CVAGS, INC.
ATLANTA, GA, United States · Form ADV filed Feb 1, 2021
- Regulatory AUM
- $2.68B Form ADV · Item 5.F
- Client accounts
- 103 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Retirement plans | 102 | $2,670,386,864 | 99.7% |
| Other clients | Fewer than 5 | $8,850,621 | 0.3% |
Filing source
Form ADV 1483600 · Feb 1, 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: Feb 1, 2021. View historical filings
Reported services
Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1438 WEST PEACHTREE STREET NW, SUITE 215ATLANTA, GA, 30309, United States
CRD 140068
Filing source
Form ADV 1483600 · Feb 1, 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.