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Building 2CLEAR CREEK ADVISORS

Map pinDENVER, CO
Phone(720) 642-8348
NotebookSEC #801-114379
Total AUM
$722.5M
Employees
9
Clients
483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 E UNION AVE
SUITE 150
DENVER
CO 80237
United States
Operating Hours
MONDAY-THURSDAY 9AM-5PM; FRIDAY 9AM-3PM
Monday - Friday
Phone
(720) 642-8348

ReceiptFinancials

Total AUM
$722.5M
Accounts
2,400
Discretionary
$688.5M
Accounts
2,212
Non-Discretionary
$34M
Accounts
188

ContactClients

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Individual Clients
384
AUM
$368.5M
HNW Individual Clients
99
AUM
$354M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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