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Building 2CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Map pinSILVERDALE, WA
Phone(360) 308-8239
NotebookSEC #801-111778
Total AUM
$1.9B
Employees
91
Clients
4,004

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9361 BAYSHORE DRIVE NW
SILVERDALE
WA 98383
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(360) 308-8239
Other Offices
25

ReceiptFinancials

Total AUM
$1.9B
Accounts
9,428
Discretionary
$1.9B
Accounts
9,418
Non-Discretionary
$4.9M
Accounts
10

ContactClients

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Individual Clients
3,483
AUM
$844.1M
HNW Individual Clients
481
AUM
$960.9M
Pension/Profit Sharing Plan Clients
1
AUM
$31M
Corporation or Business Clients
39
AUM
$23.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKARAZCACOFLGAIAIDILKSLAMIMNMSMTNCNENHNMNVNYOHORSCTNTXUTVAWAWI

HandshakeAffiliates

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

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