101 S. Capitol Blvd
Suite 1201
Boise, Idaho 83702
Tel: 208-433-1222
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 | |
$1,292,188,582 | 2953 | 66 |
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