CLEARWATER CAPITAL PARTNERS

2800 West Higgins Road
Suite 1025
Hoffman Estates, Illinois 60169
Tel: 847-841-8650

About CLEARWATER CAPITAL PARTNERS

CLEARWATER CAPITAL PARTNERS, formally registered with the SEC as CLEARWATER CAPITAL PARTNERS. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

CLEARWATER CAPITAL PARTNERS is a Hoffman Estates, Illinois based Financial Planning firm with nearly $1,232,116,038 assets under management, offering retirement planning & investment advisory services to 2482 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139886
SEC#	801-70905
Assets Managed by Firm	$1,232,116,038
No. of Clients	2482
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (QUALIFIED PLAN CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2482	$1,232,116,038
Individuals (other than high net worth individuals)	603	$204,738,675
High net worth individuals	218	$726,411,269
Pension and profit sharing plans	75	$228,112,893
Charitable organizations	17	$32,507,923
Corporations or other businesses	29	$40,345,278

More Retirement Planning firms in Hoffman Estates, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Hoffman Estates, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.