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Jamie Davis

CLEARLAKE ADVISORS, L.L.C.·SAN ANSELMO, California
Clean recordCLEARLAKE ADVISORS, L.L.C.
201 SAN ANSELMO AVENUE, SAN ANSELMO, CA 94960-2854CRD# 6776362Firm CRD# 129627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Davis · SAN ANSELMO, CA
Registration
CRD #6776362 · CLEARLAKE ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jamie Davis is a registered financial advisor based in SAN ANSELMO, California, affiliated with CLEARLAKE ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CLEARLAKE ADVISORS, L.L.C.
CLEARLAKE ADVISORS, L.L.C.
AUM
$254M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CLEARLAKE ADVISORS, L.L.C. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6776362
Firm CRD# 129627
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Davis offer?
Jamie Davis specializes in Investment Management, Retirement Planning. Contact their office in SAN ANSELMO, California for a consultation.
What are Jamie Davis's credentials?
Jamie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Davis located?
Jamie Davis is based in SAN ANSELMO, California, working with CLEARLAKE ADVISORS, L.L.C.. Their office serves clients in the SAN ANSELMO metropolitan area and surrounding communities.
How does Jamie Davis charge for services?
Jamie Davis's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARLAKE ADVISORS, L.L.C.?
CLEARLAKE ADVISORS, L.L.C. has approximately 4 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARLAKE ADVISORS, L.L.C.

Kai Alexander Mcfarland
SAN ANSELMO, CA
Christopher John Podoll
SAN ANSELMO, CA
Benjamin David Podoll
SAN ANSELMO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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