Docoh
Loading...

Clear Perspectives Financial Planning

Clear Perspectives Financial Planning is an investment advisor in Cincinnati with $285.17M assets under management.

Company profile

Employees
SEC CIK
IRS number
261932457
SEC advisor number
801-107503
FINRA CRD number
146588
AUM ?
$285.17M (as of 7 Jul 21)
Accounts
908 (as of 7 Jul 21)
Employees
8 (7 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 216 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$29.92M 569.02K 474.12K +20.0
$18.64M 124.43K 116.8K +6.5
$15.41M 280.85K 236.66K +18.7
$12.13M 86.79K 93.97K -7.6
$11.14M 38.37K 38.98K -1.6
$10.98M 520.23K 361.5K +43.9
$10.43M 77.06K 63.05K +22.2
Vanguard Div App Etf
$9.82M 63.95K 79.38K -19.4
$9.49M 151.66K 143.87K +5.4
$8.99M 85.1K 57.95K +46.9
$6.77M 82.15K 103.72K -20.8
$5.95M 29.6K 27.75K +6.7
Vanguard Ftse Europe Etf (FTSE EUROPE ETF)
$5.44M 82.83K 93.04K -11.0
$4.23M 59.42K 61.2K -2.9
$4.06M 17.27K 13.08K +32.1
$4M 10.13K 7.87K +28.7
$3.53M 19.38K 19.3K +0.4
$3.5M 14.46K 14.51K -0.3
$3.04M 125.96K 117.17K +7.5
$2.94M 6.86K 6.8K +0.9
$2.87M 8K 8.14K -1.7
$2.84M 6.6K 6.47K +2.0
$2.48M 25.88K 20.02K +29.3
$2.37M 18.53K 19.14K -3.2
$2.29M 10.33K 9.3K +11.1
$1.76M 34.28K 26.68K +28.5
$1.7M 6.2K 6.26K -1.0
Vanguard TT WRLD ST Etf (TT WRLD ST ETF)
$1.4M 13.78K 12.62K +9.1
$1.31M 5.54K 5.68K -2.4
$1.25M 8.42K 8.13K +3.6
$1.16M 5.86K 5.86K 0
$1.08M 12.94K 12.81K +1.0
$1.04M 16.99K 19.03K -10.7
$1.02M 6.53K 5.39K +21.1
$972K 7.47K 13.55K -44.9
$691K 13.38K 12.39K +8.0
$685K 11.09K 11.21K -1.0
$678K 6.37K 7.41K -14.0
$633K 6.13K 5.75K +6.5
$506K 9.91K 8.96K +10.6
$501K 3.59K 3.32K +8.1
$480K 3.04K 2.62K +16.3
$441K 5.97K 6.47K -7.7
$434K 1.99K 1.91K +4.1
$364K 5.21K 5.62K -7.4
$358K 1.4K 1.4K 0
$343K 1.19K 1.44K -17.4
$343K 10.61K 13.1K -19.0
$330K 1.39K 1.32K +5.3
Nuveen Esg Nuveen Esg LRG Cap Val Etf
$288K 7.69K 6.54K +17.6
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings