CLEARWATER ADVISORS, LLC

BOISE, Idaho·9 registered advisors·CRD# 116865
SEC# 801-606863208-433-1222
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CLEARWATER ADVISORS, LLC

9 registered advisors
Brittany Lee Pfister
BOISE, Idaho
Christopher Alan Brechbuhler
BOISE, Idaho
Daniel Bates
BOISE, Idaho
David Wayne Richardson
BOISE, Idaho
Douglas K Bates
BOISE, Idaho
James Timothy Dunn
BOISE, Idaho
Michael Kenneth Boren
BOISE, Idaho
Philip James Bartlett
BOISE, Idaho
Rhet Nmn Hulbert
BOISE, Idaho
05

Office Locations

BOISE, Idaho
9 advisors

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Data sourced from SEC Form ADV filings. CLEARWATER ADVISORS, LLC (CRD# 116865) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.