Overview
Assets Under Management: $1.5 billion
Headquarters: SILVERDALE, WA
High-Net-Worth Clients: 431
Average Client Assets: $2 million
Frequently Asked Questions
CLEAR CREEK FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170602), CLEAR CREEK FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CLEAR CREEK FINANCIAL MANAGEMENT, LLC is headquartered in SILVERDALE, WA.
CLEAR CREEK FINANCIAL MANAGEMENT, LLC serves 431 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, CLEAR CREEK FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CLEAR CREEK FINANCIAL MANAGEMENT, LLC is ranked #232 by Forbes in 2025. Learn more about these rankings ↓
CLEAR CREEK FINANCIAL MANAGEMENT, LLC manages $1.5 billion in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, CLEAR CREEK FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 232
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 431
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 8,596
Discretionary Accounts: 8,277
Non-Discretionary Accounts: 319
Regulatory Filings
CRD Number: 170602
Last Filing Date: 2025-02-26 00:00:00
Website: https://clearcreekfm.com