CLEAR CREEK ADVISORS

7900 E Union Ave
Suite 150
Denver, Colorado 80237
Tel: (720) 642-8348

About CLEAR CREEK ADVISORS

CLEAR CREEK ADVISORS, formally registered with the SEC as CLEAR CREEK ADVISORS. The firm was established in 12/03/2018. They have over 1 offices throughout the country.

CLEAR CREEK ADVISORS is a Denver, Colorado based Financial Planning firm with nearly $376,275,827 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288335
SEC#	801-114379
Assets Managed by Firm	$376,275,827
No. of Clients	541
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$376,275,827
Individuals (other than high net worth individuals)	333	$104,932,350
High net worth individuals	208	$271,343,477

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