CLEARROCK CAPITAL LLC

KETCHUM, Idaho·2 registered advisors·CRD# 144480
SEC# 801-681642208-726-8858
01

Firm Overview

AUM
$553M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLEARROCK CAPITAL LLC

2 registered advisors
James Raymond Everitt
KETCHUM, Idaho
Mark Lawrence Eshman
KETCHUM, Idaho
05

Office Locations

KETCHUM, Idaho
2 advisors

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Data sourced from SEC Form ADV filings. CLEARROCK CAPITAL LLC (CRD# 144480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.