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CLEARVIEW INVESTMENTS

Advisory

JENISON, MI

Data as of Mar 1, 2026 · Source: SEC Form ADV

Rank in MI

#483

of 521 advisers by AUM

Average account

$122K

across 486 accounts

AUM per adviser

$15M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 1, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$59M

Discretionary AUM$54M

Non-Discretionary AUM$5M

Discretionary %92%

Total Clients379

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

379 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

HALLGREN FINANCIAL LLC

$59M

TIM CRAWFORD, C.P.A., P.C.

$59M

LIFEGOALS FINANCIAL GROUP, INC.

$59M

MILESTONE REALTY SERVICES, INC.

$59M

NORTHBROOK INVESTMENT MANAGEMENT, LLC

$59M

ECONOSTRAT ADVISORY CORP.

BLOOMFIELD HILLS, MI

$58M

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