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Clear Perspective Advisors, LLC
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Overview Share
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Aurora, Illinois
$480.9 million AUM
3 offices

Clear Perspective Advisors, LLC is based in Aurora, Illinois and has $480.9 million in assets under management.

Location
201 North Constitution Drive
Suite 2
Aurora, IL 60506
$480.9 million
AUM
9
Employees
AUM Share
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$480,912,153
Assets under management
1,694 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 642 $137,027,959 28% $213,439
High net worth individuals 139 $241,787,469 50% $1,739,478
Pension and profit sharing plans 22 $67,932,666 14% $3,087,848
Charitable organizations 19 $33,703,225 7% $1,773,854
Other corporations or businesses 2 $460,834 0% $230,417
Employees Share
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9
Employees
7
Investment analysts
78% of total employees
AUM per employee Share
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$480,912,153
Assets under management
$53,434,684
AUM per employee
$68,701,736
AUM per investment analyst
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Compensation

Clear Perspective Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Commissions
Services offered

Clear Perspective Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 157,447
SEC number 801-72318
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date March 11, 2020

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