CLEARWATER ASSET MANAGEMENT LLC
Legal name: CLEARWATER ASSET MANAGEMENT
CRD #125569 SEC #801-62354 PALM HARBOR, FL 813-281-4874
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIXON, ROY | I | MEMBER, MANAGER, CO-CEO, DIRECTOR OF INSTITUTIONAL SALES | NA | Control |
| DIXON, ROY | I | MEMBER, MANAGER, CO-CEO, DIRECTOR OF INSTITUTIONAL SALES | NA | Control |
| ATKINS, JAMIE, DEVELLE | I | PRESIDENT & CEO, CHIEF INVESTMENT OFFICER | E | Control |
| ATKINS, JAMIE, DEVELLE | I | PRESIDENT & CO-CEO, CHIEF INVESTMENT OFFICER | E | Control |
| ATKINS, JAMIE, DEVELLE | I | PRESIDENT & CO-CEO, CHIEF INVESTMENT OFFICER | E | Control |
| ATKINS, JAMIE, DEVELLE | I | PRESIDENT & CO-CEO, CHIEF INVESTMENT OFFICER | E | Control |
Registrations
Federal
IA
Jun 24, 2004 REGISTERED
Address
36181 EAST LAKE ROADSTE 174
PALM HARBOR, FL 34685
USA
Phone: 813-281-4874