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, SEC-registered registered investment adviser formed in 2017 and organized as an LLC under individual ownership. The firm acts as a capital allocator and serves both individual & family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, plus publication of periodic newsletters and delivery of educational seminars and workshops. The firm does not identify itself 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 2
Jared Reese
President and CEOCRD 5901233
Jason Childers
President, CEOCRD 6172822
Contacts
3 of 43
Matthew Koehler
Investment AdvisorCRD 5763021
Kevin Wiley
AdvisorCRD 5842957
Laurence Schiffman
FOUNDER, FINANCIAL GUIDECRD 5094083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 458Active vs passive
$1.5B in ETFs
62%
$933M
24%
$567M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $46.4M | 527,660 | 3.09% |
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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