AdvisorOS Directory
Claim Profile
CC

Courtland Baxter Cunningham

CLEARWATER MANAGEMENT CO., INC.·ST PAUL, Minnesota
Unclaimed Profile
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN 55101CRD# 2275865Firm CRD# 105307
01

About

Courtland Baxter Cunningham is a registered financial advisor based in ST PAUL, Minnesota, affiliated with CLEARWATER MANAGEMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CLEARWATER MANAGEMENT CO., INC.
CLEARWATER MANAGEMENT CO., INC.
AUM
$3.8B
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLEARWATER MANAGEMENT CO., INC. →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
Regulatory
SEC/IARD CRD# 2275865
Firm CRD# 105307
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST PAUL?

Browse all registered financial advisors in ST PAUL, Minnesota or claim this profile if it's yours.

Browse ST PAUL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Courtland Baxter Cunningham offer?
Courtland Baxter Cunningham specializes in Investment Management, Retirement Planning. Contact their office in ST PAUL, Minnesota for a consultation.
What are Courtland Baxter Cunningham's credentials?
Courtland Baxter Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtland Baxter Cunningham located?
Courtland Baxter Cunningham is based in ST PAUL, Minnesota, working with CLEARWATER MANAGEMENT CO., INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Courtland Baxter Cunningham charge for services?
Courtland Baxter Cunningham's firm is compensated through percentage of aum, other: fixed % of committed capital or nav for private funds.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER MANAGEMENT CO., INC.?
CLEARWATER MANAGEMENT CO., INC. has approximately 1 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 →
Other advisors in ST PAUL
Dwayne Charles Radel — SECURIAN FINANCIAL SERVICES, INC.Philip Sherman Eckman — TRANSAMERICA RETIREMENT ADVISORS, LLCSamuel Baldwin Carr — CLEARWATER MANAGEMENT CO., INC.Richard W Middleton — CLEARWATER MANAGEMENT CO., INC.Jason Keith Mitchell — CLEARWATER MANAGEMENT CO., INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile