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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 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 StatusApproved
Firm CRD#116865
SEC#801-60686
Assets Managed by Firm$3,797,719,931
No. of Clients78
No. of Advisors10

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 ClientsAUM
Firm Total78$3,797,719,931
High net worth individualsFewer than 5 clients$76,463,112
Pension and profit sharing plansFewer than 5 clients$559,112,162
Corporations or other businesses17$2,371,517,717

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