Overview
Assets Under Management: $1.5 billion
Headquarters: SILVERDALE, WA
High-Net-Worth Clients: 431
Average Client Assets: $2 million
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