CLEARLAKE ADVISORS, L.L.C.

SAN ANSELMO, California·4 registered advisors·CRD# 129627
SEC# 801-649460415-456-8324
01

Firm Overview

AUM
$254M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at CLEARLAKE ADVISORS, L.L.C.

4 registered advisors
Benjamin David Podoll
SAN ANSELMO, California
Christopher John Podoll
SAN ANSELMO, California
Jamie Davis
SAN ANSELMO, California
Kai Alexander Mcfarland
SAN ANSELMO, California
05

Office Locations

SAN ANSELMO, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CLEARLAKE ADVISORS, L.L.C. (CRD# 129627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.