Be advised. This firm is no longer registered.

Clearlake Advisors, LLC

Clearlake Advisors, LLC (CRD# 129627) is a financial advisory firm headquartered in San Anselmo, CA. They manage $253,846,102 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $8,188,584
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clearlake Advisors, LLC
No Advisor Found.
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