CLEARWELL ADVISORS, LLC - Financial Advisor in Florida, Tampa

Tel: (813) 435-5600 610 W. De Leon St. Tampa, Florida 33606-2720

About CLEARWELL ADVISORS, LLC

CLEARWELL ADVISORS, LLC is a Tampa, Florida based financial advisory firm with nearly $362,080,869 in assets under management and provides investment advisory services for 170 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

306186

Firm SEC#:

801-130085

Assets Under Management:

$362,080,869

No. of Clients:

170

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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