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Home > Retirement Planners > idaho > boise > CLEARWATER ADVISORS, LLC
CLEARWATER ADVISORS, LLC
101 S. Capitol Blvd
Suite 1201
Boise, Idaho 83702
Tel: 208-433-1222
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 4 offices throughout the country.
CLEARWATER ADVISORS, LLC is a Boise, Idaho based Financial Planning firm with nearly $3,797,719,931 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116865 |
| SEC# | 801-60686 |
| Assets Managed by Firm | $3,797,719,931 |
| No. of Clients | 78 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MARKET ANALYSIS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 78 | $3,797,719,931 |
| High net worth individuals | Fewer than 5 clients | $76,463,112 |
| Pension and profit sharing plans | Fewer than 5 clients | $559,112,162 |
| Corporations or other businesses | 17 | $2,371,517,717 |
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