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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116865 |
SEC# | 801-60686 |
Assets Managed by Firm | $3,626,745,624 |
No. of Clients | 72 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 72 | $3,626,745,624 |
High net worth individuals | Fewer than 5 clients | $77,840,542 |
Pension and profit sharing plans | Fewer than 5 clients | $535,375,804 |
Corporations or other businesses | 11 | $2,274,622,316 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$5,919,748,883 | 291 | 48 | |
$2,031,677,896 | 1428 | 23 | |
$1,678,868,561 | 792 | 5 | |
$1,154,845,039 | 2095 | 17 | |
$1,019,114,914 | 2045 | 67 |
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