Clearwater Capital Partners
Clearwater Capital Partners (CRD# 139886) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $1,232,116,038 in 2,482 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management1,232MILLION
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$496,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WY
Joshua Beachler (CRD# 6521283) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 7 years of experience in the finance industry.
Tyler Beachler (CRD# 5929206) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 11 years of experience in the finance industry.
Kevin Carani (CRD# 6434005) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 9 years of experience in the finance industry.
James Chapman (CRD# 6085080) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 9 years of experience in the finance industry.
John Chapman (CRD# 1272721) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 39 years of experience in the finance industry.
Gregory Davis (CRD# 4293088) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 8 years of experience in the finance industry.
Jeffrey Dehaan (CRD# 5536686) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 14 years of experience in the finance industry.
Alan Krause (CRD# 5126272) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 17 years of experience in the finance industry.
Kathleen Oconnor (CRD# 6222993) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 10 years of experience in the finance industry.
John Sleeting (CRD# 5649371) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 15 years of experience in the finance industry.