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CLEARWATER CAPITAL PARTNERS
HOFFMAN ESTATES, IL
847-841-8650
SEC #801-70905Total AUM
$1.7B
Employees
23Clients
1,046Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2800 WEST HIGGINS ROAD
SUITE 1025
HOFFMAN ESTATES
IL 60169
United States
SUITE 1025
HOFFMAN ESTATES
IL 60169
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
847-841-8650
Financials
Total AUM
$1.7B
Accounts
2,793Discretionary
$1.4B
Accounts
2,721Non-Discretionary
$260.5M
Accounts
72
Clients
Individual Clients
579AUM
$193.2M
HNW Individual Clients
310AUM
$1.1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
96AUM
$286.6M
Charitable Organization Clients
27AUM
$50M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
29AUM
$57.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
QUALIFIED PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODEFLGAIAIDILINKSMAMIMNMONCNENHNMNVNYOHOKSCTNTXVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.