CLEAR CREEK FINANCIAL MANAGEMENT, LLC

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Clear Creek Financial Management is based out of Silverdale. Clear Creek Financial Management is a large advisory firm with 1738 clients and discretionary assets under management (AUM) of $257,414,816 (Form ADV from 2019-08-02). Their last reported 13F filing for Q2 2019 included $233,523,000 in managed 13F securities and a top 10 holdings concentration of 55.57%. Clear Creek Financial Management's largest holding is SPDR Port Large Cap ETF with shares held of 1,146,340. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.15%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CLEAR CREEK FINANCIAL MANAGEMENT, LLC
9361 BAYSHORE DRIVE NW
SILVERDALE WA    98383
Country: United States

Business Phone: (360) 308-8239
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WA
Number of employees: 17
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 207,177,000
Total Number of Clients: 1738
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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