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Leonard George Borhart

CLEARWATER CAPITAL ADVISORS, LLC·HOFFMAN ESTATES, Illinois
Clean recordCLEARWATER CAPITAL ADVISORS, LLC
2800 WEST HIGGINS ROAD, HOFFMAN ESTATES, IL 60169CRD# 5126252Firm CRD# 139886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard George Borhart · HOFFMAN ESTATES, IL
Registration
CRD #5126252 · CLEARWATER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leonard George Borhart is a registered financial advisor based in HOFFMAN ESTATES, Illinois, affiliated with CLEARWATER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CLEARWATER CAPITAL ADVISORS, LLC
CLEARWATER CAPITAL PARTNERS
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5126252
Firm CRD# 139886
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard George Borhart offer?
Leonard George Borhart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOFFMAN ESTATES, Illinois for a consultation.
What are Leonard George Borhart's credentials?
Leonard George Borhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard George Borhart located?
Leonard George Borhart is based in HOFFMAN ESTATES, Illinois, working with CLEARWATER CAPITAL ADVISORS, LLC. Their office serves clients in the HOFFMAN ESTATES metropolitan area and surrounding communities.
How does Leonard George Borhart charge for services?
Leonard George Borhart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER CAPITAL ADVISORS, LLC?
CLEARWATER CAPITAL ADVISORS, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARWATER CAPITAL ADVISORS, LLC

John William Sleeting
HOFFMAN ESTATES, IL
Kelly Jo Pargman
ELGIN, IL
Heather J Larson
HOFFMAN ESTATES, IL
Jeffrey Paul Dehaan
HOFFMAN ESTATES, IL
John Edward Chapman
HOFFMAN ESTATES, IL
Steven Dewayne Garrels
ELGIN, IL

More Advisors in HOFFMAN ESTATES, Illinois

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Alan Rodney Krause
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