SEC Form ADV

CLEAR POINT ADVISORS, INC.

Firm profile: Clear Point Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$253.4M
Assets Under Management
418
Total Clients
4
Employees
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Registration Details

Accession
CRD-111775
Location
MELVILLE, NY
Filing Date
March 26, 2026
AUM
$253.4M
Total Clients
418
Institutional Clients
4
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

CLEAR POINT ADVISORS, INC. is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $253.4M in assets across 418 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.