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Philip James Bartlett

CLEARWATER ADVISORS, LLC·BOISE, Idaho
Clean recordCLEARWATER ADVISORS, LLC
101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 5528902Firm CRD# 116865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip James Bartlett · BOISE, ID
Registration
CRD #5528902 · CLEARWATER ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Philip James Bartlett 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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CLEARWATER ADVISORS, LLC
CLEARWATER ADVISORS, LLC
AUM
$3.8B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CLEARWATER ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5528902
Firm CRD# 116865
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip James Bartlett offer?
Philip James Bartlett specializes in Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Philip James Bartlett's credentials?
Philip James Bartlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip James Bartlett located?
Philip James Bartlett is based in BOISE, Idaho, working with CLEARWATER ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Philip James Bartlett charge for services?
Philip James Bartlett'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.
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Other Advisors at CLEARWATER ADVISORS, LLC

Brittany Lee Pfister
BOISE, ID
David R Boren
BOISE, ID
Christopher James Growney
BOISE, ID
Christopher Alan Brechbuhler
BOISE, ID
David Wayne Richardson
BOISE, ID
James Timothy Dunn
BOISE, ID

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