Clear Creek Financial Management, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$197K

Accounts

9,428

Employees

Advisory reps

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

FINTRX

Overview

Clear Creek Financial Management, LLC is an independent, SEC‑registered investment adviser established in 2017 and organized as a limited liability company under individual ownership. The firm acts as a capital allocator, managing portfolios for both individual and family clients as well as institutional accounts. Its fee arrangements include percentage of assets under management, hourly charges, and fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational outreach through newsletters and workshops. The firm does not identify as an active ESG investor. It also publishes periodicals and runs seminars as part of its client education and business activities.