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).

Current Firm Details
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
https://www.linkedin.com/company/clearwateradvisors
By the Numbers
  • Total Assets Under Management
    3,798
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $48,688,717
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
The map below shows states where this firm has explicit registration only.

CA, ID, MI, OR, WA

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 5 of 5 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 5 years of experience in the finance industry.

2
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 17 years of experience in the finance industry.

3
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.

4
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 10 years of experience in the finance industry.

5
Dennis Klimes, financial advisor Bloomfield Hills MI
Dennis R. Klimes
CRD#: 2270322
Bloomfield Hills, MI

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.

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.

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