LP Profile

Clear Point Advisors

Also known as clear point

Wealth ManagerMelville, United StatesFounded 1998
$253M
Assets Under Management
Melville
Headquarters
Investment Focus

About Clear Point Advisors

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Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Clear Point Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$253.4M
Total Clients
418
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Clear Point Advisors across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Clear Point Advisors?

Clear Point Advisors is a wealth manager based in Melville, United States, managing approximately $253M in assets.

Where is Clear Point Advisors headquartered?

Clear Point Advisors is headquartered in Melville, United States.

How much does Clear Point Advisors manage?

Clear Point Advisors manages approximately $253M in assets under management.

When was Clear Point Advisors founded?

Clear Point Advisors was founded in 1998.

How can I contact Clear Point Advisors?

Verified contact details, key decision-makers, and investment preferences for Clear Point Advisors are available on LPbacked. Create a free account to access them.