# Clearview Financial Strategies

Clearview Financial Strategies is a Multi Family Office based in Hooksett, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hooksett, United States
- **Region:** North America
- **Assets under management:** Under $500 million (Altss estimate)
- **Website:** clearviewfinancialstrategies.com

## Regulatory record

- **CRD number:** 318184
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318184

## About

Clearview Financial Strategies LLC is a state-registered investment adviser. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Retirement Planning

## Questions

### What services does Clearview Financial Strategies provide?

Clearview Financial Strategies offers comprehensive wealth management services including investment management, financial planning, tax strategy, estate planning, and retirement income planning. The firm acts as a fiduciary coordinator across a client's financial life.

### How is Clearview Financial Strategies structured?

The firm is structured as an LLC and operates as a registered investment advisor (RIA). This structure allows it to offer independent fiduciary advice without the product-sales pressure of large broker-dealers.

### Does Clearview Financial Strategies disclose its AUM?

No. The firm does not publicly disclose assets under management. Given the absence of public AUM data or team-size listings, Altss estimates its scale as under $500 million, typical of a boutique RIA serving a regional client base.

### Where is Clearview Financial Strategies headquartered?

The firm's headquarters city and address are not publicly available. Its domain registration and business filings indicate it operates in the United States, but no specific state or city is confirmed in public records.

## Related profiles

- [Miser Asset Management](https://altss.com/profile/miser-asset-management)
- [CEG Life Financial Services](https://altss.com/profile/ceg-life-financial-services)

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Last updated: 2026-07-10T21:48:59.000Z

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