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CLEARWATER ADVISORS, LLC

101 S. Capitol Blvd
Suite 1201
Boise, Idaho 83702
Tel: 208-433-1222

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About CLEARWATER ADVISORS, LLC

CLEARWATER ADVISORS, LLC, formally registered with the SEC as CLEARWATER ADVISORS, LLC. The firm was established in 11/09/2001. They have over 3 offices throughout the country.

CLEARWATER ADVISORS, LLC is a Boise, Idaho based Financial Planning firm with nearly $3,626,745,624 assets under management, offering retirement planning & investment advisory services to 72 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116865
SEC#801-60686
Assets Managed by Firm$3,626,745,624
No. of Clients72
No. of Advisors10

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total72$3,626,745,624
High net worth individualsFewer than 5 clients$77,840,542
Pension and profit sharing plansFewer than 5 clients$535,375,804
Corporations or other businesses11$2,274,622,316

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