Clear Rock Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

200 Earl Garrett St Ste 202, Kerrville, ...

Phone Number

(830) 315-2555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Clear Rock Advisors

Clear Rock Advisors works closely with its clients to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. It's ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.Explore more
Clear Rock Advisors's Social MediaPopular SearchesClear Rock Advisors LLCClear Rock AdvisorsClear Rock LLCClear Rock Investments LLCClearrockadvisors ComSIC Code 62,628NAICS Code 52,523Show more

Clear Rock Advisors Org Chart

PhoneEmail
CH
United States flag for contact location.

Senior Director, Strategic Relationships & Pa...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clear Rock Advisors

<$5M
1-10
Private
-
2016
CH
Charles HallSenior Director, Strategic Relationships & Partner
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2010
MC
Millicent ComptonClient Service Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clear Rock Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clear Rock Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clear Rock Advisors.

Clear Rock Advisors Tech Stack

A closer look at the technologies used by Clear Rock Advisors

Clear Rock Advisors News & Media

  • True North Advisors Expands Texas Presence with Acquisition of Clear Rock Advisors

    DALLAS--(BUSINESS WIRE)-- #alternatives--True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”) with $3.9 billion in Assets Under Management (“AUM”) as of 8/31/24, has acquired Clear Rock Advisors, LLC (“Clear Rock”), a wealth management and investment firm managing approximately $470 million in AUM (as of 8/31/24) with offices in Dallas, Austin, and Kerrville, Texas. Clear Rock was founded in 2016 by Charles F. Hall, Jr., Ty Sanders, and Royce Medlin, with
Read more news

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Frequently Asked Questions Regarding Clear Rock Advisors

What is Clear Rock Advisors's official website?
Clear Rock Advisors's official website is www.clearrockadvisors.com
What is Clear Rock Advisors's Revenue?
Clear Rock Advisors's revenue is <$5 Million
What is Clear Rock Advisors's SIC code?
Clear Rock Advisors's SIC: 62,628
What is Clear Rock Advisors's NAICS code?
Clear Rock Advisors's NAICS: 52,523
How many employees does Clear Rock Advisors have?
Clear Rock Advisors has 1-10 employees
What industry does Clear Rock Advisors belong to?
Clear Rock Advisors is in the industry of: Finance, Securities Trading
What is Clear Rock Advisors competition?
Clear Rock Advisors top competitors include: Journey Capital Advisers, ABLE Wealth Management Solutions, The Institute for Wealth Management, Evanson Asset Management
What companies has Clear Rock Advisors acquired?
Clear Rock Advisors has acquired the companies: Blue Investment Partners, Clear Rock Advisors
What technology does Clear Rock Advisors use?
Some of the popular technologies that Clear Rock Advisors uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud DNS
How do I contact Clear Rock Advisors?
Clear Rock Advisors contact info: Phone number: (830) 315-2555 Website: www.clearrockadvisors.com
What does Clear Rock Advisors do?

Clear Rock Advisors works closely with its clients to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client servi... ce. It's ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.Read More

What are Clear Rock Advisors social media links?
Clear Rock Advisors Linkedin page Clear Rock Advisors Twitter page Clear Rock Advisors Facebook page
Is Clear Rock Advisors a public company?
Clear Rock Advisors is private company therefore does not currently have an official ticker symbol
See more information about Clear Rock Advisors

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