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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- OakPrime signal +more
- Established Date
- 05-28-2019
- Office Locations
- 1
Office Locations
About Clear Resource Group, LLC
Clear Resource Group is a Portland, OR-based RIA providing portfolio management and financial planning, with additional support for retirement plans and small business consulting. The firm works with individuals building wealth or preserving assets in retirement and delivers personalized, goal-based advice led by Managing Member and CPA Kirk Matteson. Custody relationships include Fidelity/NFS and LPL Financial.
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Insights
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kirk Norman Matteson
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4819671
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,950,343 | -- |
| Non-Discretionary | $8,704,949 | -- |
| Total | $126,655,292 | -- |
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Separately Managed Accounts
Total SMA Asset: $126,655,292
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,132,068,985 | 32.0% |
| Cash | $1,397,397,653 | 39.5% |
| Equity - Exchange | $1,008,248,939 | 28.5% |
| Total | $3,537,715,577 | 100.0% |