Clearwater Advisors, LLC

RIASEC Registered

Total AUM

$4.7B

Discretionary

$3.9B

84% of AUM

Avg account

$55.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 116865
Registered since: November 9, 2001
Website: www.clearwateradvisors.com
Custodians: U.S. BANCORP INVESTMENTS, INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses49.47%
Pension & Profit Sharing Plans18.52%
State / Municipal Government15.92%
Insurance Companies13.47%
HNWI1.7%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clearwater Advisors, LLC is an SEC-registered limited liability company formed in 2001 that operates as an institutional registered investment adviser. The firm’s primary activity is portfolio management for institutional clients, though its ADV also lists portfolio management for individuals and small businesses. Its compensation model combines asset-based fees and fixed-fee arrangements. Clearwater is not identified as an active ESG investor.