CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Firm details
- Headquarters
- SILVERDALE, Washington
- CRD number
- 170602
- Registered since
- September 29, 2017
- Website
- clearcreekfm.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.68%
- Individuals45.4%
- Pension & Profit Sharing Plans1.67%
- Corporations / Businesses1.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clear Creek Financial Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves individual and family clients as well as institutional investors, and functions as a capital allocator that places client capital with third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, publication of periodicals/newsletters and educational seminars and workshops. Fee arrangements vary by engagement and include percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities18%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2JASON CHILDERS
President, CEOCRD 6172822
JARED REESE
President and CEOCRD 5901233
Contacts
3 of 46KEVIN WILEY
Owner/ConsultantCRD 5842957
Justin Egbert
Advisor AssociateCRD 7747032
BRIAN DEELY
Principal and Co-FounderCRD 5248430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 445Active vs passive
$1.3B in ETFs
65%
$840M
24%
$458M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $39.9M | 521,158 | 3.07% |
Location
SILVERDALE, WA
KITSAP
Location
SILVERDALE, WA
Headquartered in SILVERDALE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KITSAP
- Address
- 9361 Bay Shore Dr NW
- Time zone
- PT (UTC-8)
- Office locations
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