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Building 2CLEARWATER CAPITAL MANAGEMENT

Map pin
Phone612-860-8489
NotebookSEC #801-134477
Total AUM
$139.3M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
612-860-8489
Other Offices
2

ReceiptFinancials

Total AUM
$139.3M
Accounts
18
Discretionary
$128.9M
Accounts
17
Non-Discretionary
$10.4M
Accounts
1

ContactClients

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HNW Individual Clients
18
AUM
$139.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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