Clearwater Advisors, LLC
Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $3,797,719,931 in 78 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management3,798MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$48,688,717
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, ID, MI, OR, WA
Daniel Bates (CRD# 6531599) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 6 years of experience in the finance industry.
Rhet Hulbert (CRD# 5186437) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 17 years of experience in the finance industry.
Richard Lin (CRD# 6413468) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.
Brandon Beall (CRD# 5061633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 10 years of experience in the finance industry.
Dennis Klimes (CRD# 2270322) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.