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
Jacob Clark (CRD# 7112396) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has 1 year of experience in the finance industry.
Melissa Dailey (CRD# 3272520) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 24 years of experience in the finance industry.
Valerie Hogan (CRD# 7888917) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has 1 year of experience in the finance industry.
Hunter Sims (CRD# 7308968) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 3 years of experience in the finance industry.