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CLEAR CREEK FINANCIAL MANAGEMENT, LLC
9361 Bayshore Drive Nw
Silverdale, Washington 98383
Tel: (360) 308-8239
About CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as CLEAR CREEK FINANCIAL MANAGEMENT, LLC. The firm was established in 09/29/2017. They have over 31 offices throughout the country.
CLEAR CREEK FINANCIAL MANAGEMENT, LLC is a Silverdale, Washington based Financial Planning firm with nearly $1,474,429,922 assets under management, offering retirement planning & investment advisory services to 8596 clients. The firm is staffed with 46 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170602 |
| SEC# | 801-111778 |
| Assets Managed by Firm | $1,474,429,922 |
| No. of Clients | 8596 |
| No. of Advisors | 46 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8596 | $1,474,429,922 |
| Individuals (other than high net worth individuals) | 3317 | $676,171,884 |
| High net worth individuals | 431 | $788,673,682 |
| Corporations or other businesses | 35 | $9,584,356 |
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|---|---|---|---|
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