Unclaimed Profile

Douglas K Bates

CLEARWATER ADVISORS, LLC·BOISE, Idaho

Clean recordCLEARWATER ADVISORS, LLC

101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 1000018Firm CRD# 116865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas K Bates · BOISE, ID

Registration

CRD #1000018 · CLEARWATER ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas K Bates is a registered financial advisor based in BOISE, Idaho, affiliated with CLEARWATER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

AUM

$3.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEARWATER ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1000018

Firm CRD# 116865

View on FINRA BrokerCheck →

Looking for a financial advisor in BOISE?

Browse all registered financial advisors in BOISE, Idaho or claim this profile if it's yours.

Browse BOISE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas K Bates offer?

Douglas K Bates specializes in Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Douglas K Bates's credentials?

Douglas K Bates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas K Bates located?

Douglas K Bates is based in BOISE, Idaho, working with CLEARWATER ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Douglas K Bates charge for services?

Douglas K Bates's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARWATER ADVISORS, LLC?

CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →