CLEARWATER CAPITAL ADVISORS, LLC

CLEARWATER CAPITAL PARTNERS
HOFFMAN ESTATES, Illinois·9 registered advisors·CRD# 139886
SEC# 801-709050847-841-8650
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
9
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
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLEARWATER CAPITAL ADVISORS, LLC

9 registered advisors
Alan Rodney Krause
HOFFMAN ESTATES, Illinois
Heather J Larson
HOFFMAN ESTATES, Illinois
Jeffrey Paul Dehaan
HOFFMAN ESTATES, Illinois
John Edward Chapman
HOFFMAN ESTATES, Illinois
John William Sleeting
HOFFMAN ESTATES, Illinois
Kelly Jo Pargman
ELGIN, Illinois
Leonard George Borhart
HOFFMAN ESTATES, Illinois
Pauline Joy Staab
ELGIN, Illinois
Steven Dewayne Garrels
ELGIN, Illinois
05

Office Locations

HOFFMAN ESTATES, Illinois
6 advisors
ELGIN, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. CLEARWATER CAPITAL ADVISORS, LLC (CRD# 139886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.