Richard Ming Yuh Lin

CFA

Clearwater Advisors, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Clearwater Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

33 clients

Average Client Portfolio

$137.1M average

Assets Under Management

$4.5B

Fee Structure

Financial Planning:Investment management only

Location

101 S. Capitol Blvd, Suite 1201, Boise, ID, 83702

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Clearwater Advisors, LLC

October 2014 - Present · 11 yrs 4 mos

State Registrations2 states

CAID

Advisor

Exams

No exam information available for this advisor.