Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $3,157,589,787 in 100 accounts and serve the financial needs of clients across 2 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
    3,158
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $31,575,898
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

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 9 of 9 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 2 years of experience in the finance industry.

2
Douglas Bates, financial advisor Boise ID
Douglas K. Bates
CRD#: 1000018
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Douglas Bates (CRD# 1000018) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 38 years of experience in the finance industry.

3
Michael Boren, financial advisor Boise ID
Michael K. Boren
CRD#: 1742976
950 West Bannock, Suite 1050, Boise, ID 83712

Michael Boren (CRD# 1742976) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 32 years of experience in the finance industry.

4
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 20 years of experience in the finance industry.

5
Travis Clemons, financial advisor Boise ID
Travis Clemons
CRD#: 7072004
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Travis Clemons (CRD# 7072004) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.

6
James Dunn, financial advisor Boise ID
James T. Dunn
CRD#: 4652633
250 S. 5th St. Suite 150, Boise, ID 83702

James Dunn (CRD# 4652633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 16 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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.

9
Matthew Peterson, financial advisor Boise ID
Matthew J. Peterson
CRD#: 5642531
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Matthew Peterson (CRD# 5642531) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 11 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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