Overview
Assets Under Management: $3.8 billion
Headquarters: BOISE, ID
Frequently Asked Questions
CLEARWATER ADVISORS, 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 #116865), CLEARWATER ADVISORS, LLC is subject to fiduciary duty under federal law.
CLEARWATER ADVISORS, LLC is headquartered in BOISE, ID.
According to their SEC Form ADV, CLEARWATER ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CLEARWATER ADVISORS, LLC manages $3.8 billion in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, CLEARWATER ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.01%
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 116865
Filing ID: 1840479
Last Filing Date: 2024-03-07 17:23:00