Clearwater Advisors LLC
Legal Name: CLEARWATER ADVISORS, LLC
Full Contact Details
Other Info
Clearwater Advisors LLC is legally known as CLEARWATER ADVISORS, LLC. It is an ID Limited Liability Company. This firm has 11 employees, of which 6 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 9, 2001.
Website
Investment Management in Boise | Clearwater Advisors
Investment management based in Downtown Boise, Idaho.The mission of Clearwater Advisors is to provide complete transparency, clear communication, and integrity. We believe you deserve the ability to customize your portfolio to meet your needs, regardless of portfolio size. You should be allowed to s…
Direct Owners
-
C DAVID DUNN
MANAGER owns more than 5% but less than 10%
-
CHRISTOPHER ALAN BRECHBUHLER
MEMBER owns less than 5%
-
DANIEL BATES
CHIEF EXECUTIVE OFFICER owns less than 5%
-
DAVID R BOREN
ADVISORY BOARD owns less than 5%
-
DOUGLAS K BATES
ADVISORY BOARD owns less than 5%
-
HAYLEY NICOLE NELSON
CHIEF COMPLIANCE OFFICER owns less than 5%
-
HONEY BADGER INVESTMENT DEVELOPMENT LLC
MEMBER owns more than 25% but less than 50%
-
JAMES TIMOTHY DUNN
ADVISORY BOARD owns less than 5%
-
MICHAEL KENNETH BOREN
ADVISORY BOARD owns less than 5%
-
PHILIP JAMES BARTLETT
MEMBER owns less than 5%
-
RHET NMN HULBERT
MEMBER owns more than 5% but less than 10%
-
SOCKEYE TRADING COMPANY, INC.
MEMBER owns more than 25% but less than 50%
Indirect Owners
-
DANIEL BATES
MEMBER owns 75% or more
-
DAVID R BOREN
MEMBER owns more than 25% but less than 50%
-
DOUGLAS K BATES
MEMBER owns more than 25% but less than 50%
-
MICHAEL KENNETH BOREN
MEMBER owns more than 25% but less than 50%