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CLEARWATER ADVISORS, LLC
CLEARWATER ADVISORS, LLC
BOISE, Idaho
·
12 registered advisors
·
CRD# 116865
SEC# 801-60686
3
208-433-1222
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 Management
Wealth Management
04
Advisors at CLEARWATER ADVISORS, LLC
12 registered advisors
Brittany Lee Pfister
BOISE, Idaho
CRD# 5504532
C David Dunn
BOISE, Idaho
CRD# 2984399
Christopher Alan Brechbuhler
BOISE, Idaho
CRD# 2857500
Christopher James Growney
BOISE, Idaho
CRD# 2450607
Daniel Bates
BOISE, Idaho
CRD# 6531599
David R Boren
BOISE, Idaho
CRD# 1558343
David Wayne Richardson
BOISE, Idaho
CRD# 4243552
Douglas K Bates
BOISE, Idaho
CRD# 1000018
James Timothy Dunn
BOISE, Idaho
CRD# 4652633
Michael Kenneth Boren
BOISE, Idaho
CRD# 1742976
Philip James Bartlett
BOISE, Idaho
CRD# 5528902
Rhet Nmn Hulbert
BOISE, Idaho
CRD# 5186437
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
.