Clearwater Capital Partners
Investment Management
Hoffman Estates, Illinois, United States
32 employees
- Employees
- 32
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Clearwater Capital Partners Overview
- Headquarters
- Hoffman Estates, Illinois, United States
- Website
- www.ccpwealth.com
- Industry
- Investment Management
- Employees
- 32
- Founded
- 2006
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Clearwater Capital Partners
Clearwater Capital Partners is a locally owned, privately held, independent wealth management firm. We are a Registered Investment Adviser regulated by the Securities Exchange Commission. Our firm provides comprehensive wealth management services to individuals, non-profit organizations, endowments, qualified plans, and successful businesses. Our services help simplify the increasing demands and complexities related to making sound financial decisions. As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are free to deliver solutions that we believe best reflect their unique needs. Our mission is to help our clients achieve clarity in a complex world. DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.
Clearwater Capital Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Clearwater Capital Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Melissa Dailey-Newman, Cdfa®, Awma® | Wealth Advisor - Public Speaker - Home | United States |
View
|
| John Sleeting | Managing Partner, Clearwater Capital | Greater Chicago Area, United States |
Email
Phone
|
| Valerie Neff Hogan, J.d. Cfp® | Author, Speaker, Family Office Wealth | Greater Chicago Area, United States |
Email
|
| Jeff Dehaan, Cfp® | Managing Partner - Private Wealth |
View
|
Employees by Management Level
Individual contributor
8 profiles
Manager
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 3 |
| General | 2 | 2 | 0 |
| Marketing | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
| HR | 1 | 1 | 0 |
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