CLEAR CREEK ADVISORS
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 288335
- Registered since
- December 3, 2018
- Website
- www.ccaretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals51.01%
- HNWI48.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clear Creek Advisors is an independent, SEC‑registered RIA organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides fee-based portfolio management and financial planning, and it also acts as an insurance broker. Service lines include discretionary portfolio management for individuals and small businesses, financial planning, and the selection of other advisers and third‑party managers. The business mixes percentage‑of‑AUM and fixed‑fee arrangements and positions itself to source and allocate to external alternative managers as part of its client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Amy Bratsch
Chief Operating OfficerCRD 6783201
Contacts
3 of 9ERIK KROM
PresidentCRD 5998349
Chase Rojas
AnalystCRD 7446537
Chapin Schott
Servicing AdvisorCRD 7736050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 7900 E Union Ave
- Time zone
- MT (UTC-7)
- Office locations
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