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Building 2CLEARWATER ADVISORS, LLC

Map pinBOISE, ID
Phone208-433-1222
NotebookSEC #801-60686
Total AUM
$4.7B
Employees
9
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 S. CAPITOL BLVD
SUITE 1201
BOISE
ID 83702
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
208-433-1222
Other Offices
2

ReceiptFinancials

Total AUM
$4.7B
Accounts
84
Discretionary
$3.9B
Accounts
81
Non-Discretionary
$727.4M
Accounts
3

ContactClients

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HNW Individual Clients
1
AUM
$78.9M
Banking Clients
1
AUM
$43.1M
Pension/Profit Sharing Plan Clients
1
AUM
$861.4M
Government Entity Clients
10
AUM
$740.2M
Insurance Company Clients
5
AUM
$626.4M
Corporation or Business Clients
17
AUM
$2.3B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MARKET ANALYSIS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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