Clear Creek Financial Management, Llc
Silverdale, Washington
Clear Creek Financial Management, LLC is a highly reputable regional investment advisory firm headquartered in Silverdale, WA, offering comprehensive financial services to clients. With a strong presence, they operate 21 offices across the region, strategically positioned to serve a diverse clientele. Their team comprises 37 experienced professionals solely dedicated to providing exceptional investment advisory services.
With an average of $24,360,000 in assets under management per investment advisor, Clear Creek Financial Management, LLC demonstrates a remarkable ability to handle substantial portfolios. Their compensation struc...
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Assets Under Mgmt
$901.22M
Investment Professionals
37
Locations
20
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
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