Clearstead Advisors, LLC
North Carolina
Registered In
05/06/2024
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction
Company Summary
Clearstead Advisors, LLC at 1100 Superior Ave E STE 700, Cleveland, Oh 44114 lists Gregory P. Althans and Bradley D. Knapp of Cleveland, OH as associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Ohio
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Ct Corporation System
Registered Agent
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160 MINE LAKE CT STE 200, RALEIGH, NC 27615
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Gregory P. Althans
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114-2518
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Bradley D. Knapp
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114-2518
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Carl J. Tippit
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114-2518
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David C. Fulton, Jr.
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114-2518
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Trent M. Meyerhoefer
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114-2518
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1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114
View Map
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Financial Information for Clearstead Advisors, LLC
Form 5500
CLEARSTEAD ADVISORS, LLC
1100 Superior Avenue 7th Floor, Cleveland, Oh 44114 (216) 658-5272 EIN:34-1597728 Plan Admin:Jane Battes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0 | 2023 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 | 103 / 0 | $0 / $0 |
| 2023 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY128 / 155 Assets BOY/EOY$0 / $0 | 2023 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 128 / 155 | $0 / $0 |
| 2022 | Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY108 / 0 Assets BOY/EOY$0 / $0 | 2022 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 | 108 / 0 | $0 / $0 |
| 2022 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY108 / 128 Assets BOY/EOY$0 / $0 | 2022 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 108 / 128 | $0 / $0 |
| 2021 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY87 / 108 Assets BOY/EOY$0 / $0 | 2021 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 87 / 108 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CLEARSTEAD ADVISORS, LLC
1100 SUPERIOR AVE Suite 700, CLEVELAND, OH 44114-2518| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$2,276,720 Forgiven$1,797,300 LenderS & T Bank Jobs85 | 04/11/2020 | $2,276,720 | $1,797,300 | S & T Bank | 85 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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