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Building 2CLEAR ROCK ADVISORS, LLC

Map pinKERRVILLE, TX
Phone830-315-2555
NotebookSEC #801-107233
Total AUM
$429.9M
Employees
7
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EARL GARRETT STREET
SUITE 202
KERRVILLE
TX 78028
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
830-315-2555
Other Offices
2

ReceiptFinancials

Total AUM
$429.9M
Accounts
570
Discretionary
$429.9M
Accounts
570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$8.4M
HNW Individual Clients
145
AUM
$419.1M
Charitable Organization Clients
2
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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