CLEARWATER ADVISORS, LLC

BOISE, Idaho·12 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
12
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

12 registered advisors
Brittany Lee Pfister
BOISE, Idaho
C David Dunn
BOISE, Idaho
Christopher Alan Brechbuhler
BOISE, Idaho
Christopher James Growney
BOISE, Idaho
Daniel Bates
BOISE, Idaho
David R Boren
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
12 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.