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| Clearwater Capital Advisors LLC
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| |
|---|---|
| CRD # | 139886 |
| SEC # | 801-70905 |
| CIK # | 0001690531 |
| AUM | $1.2 BB (2024-05-29) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 847-841-8650 |
| Address | 2800 West Higgins Road Hoffman Estates, IL 60169 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001690531 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 10.6 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 204.7 |
| (b) Individuals (high net worth individuals) | 218 | 726.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 228.1 |
| (h) Charitable organizations | 17 | 32.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 40.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,482 | 1,232.1 |
| By Discretionary | ||
| Discretionary | 2,433 | 1,028.6 |
| Non-Discretionary | 49 | 203.5 |
| Total | 2,482 | 1,232.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 1,230.0 | |
| Total | 2,482 | 1,232.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001690531] |
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