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.clearwateradvisors.com
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
No Advisor Found.

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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