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Building 2CLEARWELL ADVISORS, LLC

Map pinTAMPA, FL
Phone(813) 435-5600
NotebookSEC #801-130085
Total AUM
$413.5M
Employees
9
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 W. DE LEON ST.
TAMPA
FL 33606-2720
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(813) 435-5600

ReceiptFinancials

Total AUM
$413.5M
Accounts
57
Discretionary
$413.4M
Accounts
56
Non-Discretionary
$126.8K
Accounts
1

ContactClients

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Individual Clients
8
AUM
$997.5K
HNW Individual Clients
29
AUM
$219.7M
Pooled Vehicle Clients
23
AUM
$169.7M
Charitable Organization Clients
1
AUM
$23.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REAL ESTATE DEAL SOURCING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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