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Building 2CLEARWAVE CAPITAL

Map pinUPLAND, CA
Phone909-949-9446
NotebookSEC #801-134103
Total AUM
$359.2M
Employees
3
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1425 WEST FOOTHILL BLVD
SUITE 120
UPLAND
CA 91786
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
909-949-9446

ReceiptFinancials

Total AUM
$359.2M
Accounts
758
Discretionary
$327.3M
Accounts
555
Non-Discretionary
$31.9M
Accounts
203

ContactClients

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Individual Clients
233
AUM
$68.8M
HNW Individual Clients
72
AUM
$233.3M
Corporation or Business Clients
9
AUM
$57.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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