Overview
Assets Under Management: $456 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 157
Average Client Assets: $2.6 million
Frequently Asked Questions
CLEARROCK CAPITAL 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 #144480), CLEARROCK CAPITAL LLC is subject to fiduciary duty under federal law.
CLEARROCK CAPITAL LLC is headquartered in KETCHUM, ID.
CLEARROCK CAPITAL LLC serves 157 high-net-worth clients according to their SEC filing dated May 11, 2018. View client details ↓
According to their SEC Form ADV, CLEARROCK CAPITAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CLEARROCK CAPITAL LLC manages $456 million in client assets according to their SEC filing dated May 11, 2018.
According to their SEC Form ADV, CLEARROCK CAPITAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.90%
Average Client Assets: $2.6 million
Total Client Accounts: 840
Discretionary Accounts: 821
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 144480
Filing ID: 1217626
Last Filing Date: 2018-05-11 15:47:00