Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $4,009,666,146 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
https://www.clearwateradvisors.com
By the Numbers
  • Total Assets Under Management
    4,010
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $58,111,104
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, WA

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Bates, financial advisor Boise ID
Daniel Bates
CRD#: 6531599
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Daniel Bates (CRD# 6531599) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 4 years of experience in the finance industry.

2
Christopher Brechbuhler, financial advisor Boise ID
Christopher A. Brechbuhler
CRD#: 2857500
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Christopher Brechbuhler (CRD# 2857500) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 22 years of experience in the finance industry.

3
Rhet Hulbert, financial advisor Boise ID
Rhet N. Hulbert
CRD#: 5186437
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Rhet Hulbert (CRD# 5186437) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 15 years of experience in the finance industry.

4
Richard Lin, financial advisor Boise ID
Richard M. Lin
CRD#: 6413468
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

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.

5
Brandon Beall, financial advisor Boise ID
Brandon J. Beall
CRD#: 5061633
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Brandon Beall (CRD# 5061633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 8 years of experience in the finance industry.

6
Dennis Klimes, financial advisor Kirkland WA
Dennis R. Klimes
CRD#: 2270322
Kirkland, WA

Dennis Klimes (CRD# 2270322) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Kirkland, WA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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