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CLEAR ROCK ADVISORS, LLC
CLEAR ROCK ADVISORS, LLC
KERRVILLE, Texas
·
3 registered advisors
·
CRD# 282716
SEC# 801-107233
2
830-315-2555
01
Firm Overview
AUM
$430M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLEAR ROCK ADVISORS, LLC
3 registered advisors
Charles Ferrell Hall
KERRVILLE, Texas
CRD# 5217295
Royce Wesley Medlin
KERRVILLE, Texas
CRD# 4512862
William Tennyson Sanders
KERRVILLE, Texas
CRD# 3235351
05
Office Locations
KERRVILLE, Texas
3 advisors
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Data sourced from SEC Form ADV filings. CLEAR ROCK ADVISORS, LLC (CRD# 282716) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.