Clear Creek Financial Management, LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$197K

Accounts

9,428

Employees

Advisory reps

Firm details

Headquarters: Silverdale, Washington
CRD number: 170602
Registered since: September 29, 2017
Website: clearcreekfm.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.68%
Individuals45.4%
Pension & Profit Sharing Plans1.67%
Corporations / Businesses1.25%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clear Creek Financial Management, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2017. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through published material and workshops. The firm reports it does not position itself as an active ESG investor.