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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2018
- Office Locations
- 2
Office Locations
About Clear Waters Financial Network LLC
Clear Waters Financial Planning LLC (Palisade, CO) provides comprehensive financial planning and investment management, billed hourly or as a percent of assets. The firm keeps a low client-to-advisor ratio and emphasizes an interactive, highly available client relationship. Portfolios are primarily equity-oriented with meaningful ETF usage, custodied at Charles Schwab. New clients are accepted by referral from existing clients only.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DONNA D'ANGELO MORRALL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5654663
- Ownership
- 75% or more
Stephen William Morrall
Financial Advisor, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,477,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,477,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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