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CLEARWATER CAPITAL PARTNERS
Tel: 847-841-8650
2800 West Higgins Road Suite 1025
Hoffman Estates, Illinois 60169
CLEARWATER CAPITAL PARTNERS
CLEARWATER CAPITAL PARTNERS is a Hoffman Estates, Illinois based financial advisory firm with nearly $1,232,116,038 in assets under management and provides investment advisory services for 2482 clients. There are currently 18 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (QUALIFIED PLAN CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
139886
SEC#:
801-70905
No. of Clients:
2482
Assets under Management
$1,232,116,038
No. of Advisors:
18
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