CLEARWELL ADVISORS, LLC

TAMPA, Florida·3 registered advisors·CRD# 306186
SEC# 801-1300850(813) 347-4301
01

Firm Overview

AUM
$362M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CLEARWELL ADVISORS, LLC

3 registered advisors
Daniel Capozzo
TAMPA, Florida
Douglas James Free
TAMPA, Florida
Ryan Drew Cortner
TAMPA, Florida
05

Office Locations

TAMPA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. CLEARWELL ADVISORS, LLC (CRD# 306186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.