CLEAR CREEK ADVISORS

RIASEC RegisteredEst. 2018
Total AUM
$722M
Discretionary
$688M
95% of AUM
Avg account
$301K
Accounts
2,400
Employees
9
Advisory reps
10

Firm details

Headquarters
DENVER, Colorado
CRD number
288335
Registered since
December 3, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals51.01%
  • HNWI48.99%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clear Creek Advisors is an independent, SEC‑registered RIA organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides fee-based portfolio management and financial planning, and it also acts as an insurance broker. Service lines include discretionary portfolio management for individuals and small businesses, financial planning, and the selection of other advisers and third‑party managers. The business mixes percentage‑of‑AUM and fixed‑fee arrangements and positions itself to source and allocate to external alternative managers as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 30%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities30%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Amy Bratsch

    Chief Operating OfficerCRD 6783201

Contacts

3 of 9
  • ERIK KROM

    PresidentCRD 5998349

  • Chase Rojas

    AnalystCRD 7446537

  • Chapin Schott

    Servicing AdvisorCRD 7736050

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
7900 E Union Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth