Clear Waters Financial Network LLC
Firm details
- Headquarters
- ,
- CRD number
- 291987
- Website
- clearwatersfp.com.au
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Waters Financial Network LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser in the available filing. The firm is not characterized as a capital allocator.
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
- Exchange Traded Equities60%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Donna Morrall
Owner and Financial AdvisorCRD 5654663
Stephen Morrall
OwnerCRD 6898638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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