CLEARWATER MANAGEMENT CO., INC.

30 East 7th Street, Suite 2000
St Paul, Minnesota 55101
Tel: 651-228-0935

About CLEARWATER MANAGEMENT CO., INC.

CLEARWATER MANAGEMENT CO, INC, formally registered with the SEC as CLEARWATER MANAGEMENT CO, INC. The firm was established in 04/27/1987. They have over 2 offices throughout the country.

CLEARWATER MANAGEMENT CO., INC. is a St Paul, Minnesota based Financial Planning firm with nearly $3,797,803,633 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105307
SEC#	801-29336
Assets Managed by Firm	$3,797,803,633
No. of Clients	13
No. of Advisors	1

Fee Structure

A percentage of AUM
Other (FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$3,797,803,633

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