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Clearwater Advisors, LLC

● SEC registered since 2001CRD 116865SEC# 801-60686Boise, ID
Export (members)
Reg. AUM
$4.53B
Employees
10
Accounts
82
Location
Boise, ID

Clearwater Advisors, LLC assets under management

Clearwater Advisors, LLC is an investment advisory firm registered with the SEC based in Boise, ID. The firm has been registered since 2001. It reports $4.5 billion in regulatory assets under management and employs 10 people.
www.clearwateradvisors.comView on SEC.gov ↗

Clearwater Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Bid, LLCOwner10-25%2022
C David Dunn ControlManager5-10%2001
Daniel Bates ControlChief Executive OfficerUnder 5%2018
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Frequently asked questions

How much does Clearwater Advisors, LLC manage?

Clearwater Advisors, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many employees does Clearwater Advisors, LLC have?

Clearwater Advisors, LLC reports 10 employees.

Where is Clearwater Advisors, LLC located?

Clearwater Advisors, LLC is based in Boise, ID and has been SEC-registered since 2001.

Does Clearwater Advisors, LLC disclose fund performance?

Clearwater Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
Phone208-433-1222
Fax208-278-1282
Office hours7:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.53B
Non-discretionary$0
Total (RAUM)$4.53B