Clear Point Advisors, Inc.
Clear Point Advisors, Inc. is an SEC-registered wealth manager in Melville, NY with $253.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Clear Point Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111775, SEC 801-55390, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $253.4M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Melville, NY
- Employees
- 4
- Clients
- 151
- CRD
- 111775
- Ownership
- LEVINE, ROBERT, LAWRENCE; DAMPF, BARRY, EVAN; BRILL, STEVEN, CHARLES; KERNER, CHARLES, A; KERNER, CHARLES, ALTON
How much AUM does Clear Point Advisors, Inc. have?
Clear Point Advisors, Inc. reported $253.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Clear Point Advisors, Inc.?
Disclosed owners and executives of Clear Point Advisors, Inc. include LEVINE, ROBERT, LAWRENCE, DAMPF, BARRY, EVAN, BRILL, STEVEN, CHARLES, KERNER, CHARLES, A, KERNER, CHARLES, ALTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.