Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Clear Creek Financial Management, based in Silverdale, Washington, is a Registered Investment Adviser specializing in comprehensive financial and wealth management services, including retirement and business succession planning. While specific founding details are not stated, they focus on tailored financial strategies for clients.
Unlock mandates & allocation signals
See Clear Creek Financial Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office · $1.1bn AUM
Cascade Financial Partners
San Diego, United States
Founded in 2016 and based in Washington, D.C., Cascade Financial Partners, LLC is a Registered Investment Adviser managing over $1.1 billion in assets. The firm specializes in comprehensive financial planning and investment management, serving clients with diverse financial needs.
Family Office
Clear Harbor Asset Management
Stamford, United States
Clear Harbor Asset Management, LLC, a boutique Registered Investment Adviser based in [location not specified], specializes in personalized wealth management and investment strategies, serving individuals, families, and foundations. Their approach emphasizes values-based portfolio construction alongside experienced portfolio managers, ensuring alignment with clients' financial goals.
Family Office
Clearwater Capital Partners
Hoffman Estates, United States
Located in Hoffman Estates, IL, Clearwater Capital Partners is an investment advisory firm specializing in personalized wealth management for ultra-high net worth families, alongside institutional advisory services. The firm is committed to offering tailored financial strategies that extend beyond traditional Wall Street approaches.
Family Office · $1.4bn AUM
Cra Financial Services
Northfield, United States
Founded in 2000 and based in Northfield, NJ, Cra Financial Services, L.L.C. is a fiduciary Registered Investment Adviser managing over $1.4 billion in assets. The firm specializes in customized portfolio management and financial planning, serving over 900 clients with a focus on transparent, tax-aware investment strategies.
Family Office
Clearbrook Investment Consulting LLC
New York, United States
Institutional investor Advisor. based in New York United States. LP type: Family Office. Asset class focus: Fixed Income, Fund of Funds, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Active real asset investor
Other
Spring Creek Investment Management
Philadelphia, United States