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Building 2CLEARROCK CAPITAL LLC

Map pinKETCHUM, ID
Phone208-726-8858
NotebookSEC #801-68164
Total AUM
$553.5M
Employees
10
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 4TH STREET EAST SUITE 320
KETCHUM
ID 83340
United States
Operating Hours
7AM-5PM
Monday - Friday
Phone
208-726-8858
Other Offices
2

ReceiptFinancials

Total AUM
$553.5M
Accounts
825
Discretionary
$552.1M
Accounts
816
Non-Discretionary
$1.3M
Accounts
9

ContactClients

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Individual Clients
148
AUM
$57M
HNW Individual Clients
115
AUM
$453.8M
Charitable Organization Clients
13
AUM
$42.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDMAMTNYORWA

HandshakeAffiliates

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

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