CLEARWATER CAPITAL PARTNERS - Financial Advisor in Illinois, Hoffman Estates

Tel: 847-841-8650 2800 West Higgins Road Suite 1025 Hoffman Estates, Illinois 60169

About 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

Firm CRD#:

139886

Firm SEC#:

801-70905

Assets Under Management:

$1,232,116,038

No. of Clients:

2482

No. of Advisors:

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

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Top Financial Advisory Firms in Illinois, Hoffman Estates

FirmCRD#:291828

SEC#:801-127948

No. of Advisors:5

No. of Clients:982

AUM:$193,658,200

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

THE DALA GROUP, LLC

291828

801-127948

982

$193,658,200

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