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CLEARWATER MANAGEMENT CO., INC.

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

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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 StatusApproved
Firm CRD#105307
SEC#801-29336
Assets Managed by Firm$3,797,803,633
No. of Clients13
No. of Advisors1

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 ClientsAUM
Firm Total13$3,797,803,633

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