Insights

Growing Investment Portfolio Clear Creek Financial Management continuously expands its investment holdings into diverse assets across international markets and sectors, indicating a robust and expanding portfolio that could benefit from advanced investment tools and services.

Receptive Client Base The company's commitment to personalized financial planning and service differentiation suggests an openness to innovative financial products and technology solutions that enhance client experience and operational efficiency.

Technology Utilization With a modern tech stack including Cloudflare, jQuery, and PHP, there is potential for integrating advanced financial technologies such as AI-driven analytics or client portals to attract tech-savvy clients and streamline advisory services.

Industry Alignment Operating within the competitive financial advisory sector alongside firms like Charles Schwab and Fidelity signals opportunities to leverage industry-specific CRM, compliance, and marketing solutions to strengthen market positioning.

Growth Opportunities Given revenue in the $10M to $25M range and recent asset investments, there is a clear opportunity for sales efforts around scalable financial management solutions, portfolio management software, and client engagement platforms tailored for boutique advisory firms.

Similar companies to Clear Creek Financial Management

Clear Creek Financial Management Tech Stack

Clear Creek Financial Management uses 8 technology products and services including RSS, Mailchimp, Google Fonts API, and more. Explore Clear Creek Financial Management's tech stack below.

RSS
Content Management System
Mailchimp
Email
Google Fonts API
Font Scripts
Font Awesome
Font Scripts
Modernizr
Javascript Libraries
jQuery Migrate
Javascript Libraries
PHP
Programming Languages
Cloudflare Bot Management
Security

Media & News

Clear Creek Financial Management's Email Address Formats

Clear Creek Financial Management uses at least 1 format(s):

Clear Creek Financial Management Email Formats	Example	Percentage
First.Last@clearcreekfm.com	John.Doe@clearcreekfm.com	43%
Fir.Last@clearcreekfm.com	Joh.Doe@clearcreekfm.com	7%
First.Last@clearcreekfm.com	John.Doe@clearcreekfm.com	43%
Fir.Last@clearcreekfm.com	Joh.Doe@clearcreekfm.com	7%

Frequently Asked Questions

Where is Clear Creek Financial Management's headquarters located?

Clear Creek Financial Management's main headquarters is located at 9361 Bayshore Drive Northwest Silverdale, Washington 98383 United States. The company has employees across 1 continents, including North America.

What is Clear Creek Financial Management's phone number?

You can contact Clear Creek Financial Management's main corporate office by phone at

+1-360-308-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clear Creek Financial Management's official website and social media links?

Clear Creek Financial Management's official website is clearcreekfm.com and has social profiles on LinkedIn.

What is Clear Creek Financial Management's SIC code NAICS code?

Clear Creek Financial Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Clear Creek Financial Management have currently?

As of January 2026, Clear Creek Financial Management has approximately 10 employees across 1 continents, including North America. Key team members include President / Founder: M. F.Co-Founder: B. W.Managing Partner: J. P.. Explore Clear Creek Financial Management's employee directory with LeadIQ.

What industry does Clear Creek Financial Management belong to?

Clear Creek Financial Management operates in the Financial Services industry.

What technology does Clear Creek Financial Management use?

Clear Creek Financial Management's tech stack includes RSSMailchimpGoogle Fonts APIFont AwesomeModernizrjQuery MigratePHPCloudflare Bot Management.

What is Clear Creek Financial Management's email format?

Clear Creek Financial Management's email format typically follows the pattern of First.Last@clearcreekfm.com. Find more Clear Creek Financial Management email formats with LeadIQ.

When was Clear Creek Financial Management founded?

Clear Creek Financial Management was founded in 2014.

Clear Creek Financial Management

Q: What technology does Clear Creek Financial Management use?

Clear Creek Financial Management's tech stack includes Modernizr, Cloudflare Bot Management, Google Workspace, GoDaddy, Google Fonts API.

Financial ServicesWashington, United States2-10 Employees

As fiduciary advisors, our mission is to provide you peace of mind through sound financial planning. We equip our clients with world-class education, advice, and investment expertise to enable them to reach their financial goals. We service clients in all walks of life and have different service levels to meet our clients individual needs. 

Clear Creek Financial Management was started in 2014 with the vision to build a customer experience that could be molded to the needs of individuals, families, foundations, and businesses. 

If you want to learn more, please reach out. We’d be happy to listen to your specific needs and create a unique solution to empower you to reach your goals.

For advisory services and for disclosure information please visit www.clearcreekfm.com.

Company Overview

Headquarters: 9361 Bayshore Drive Northwest Silverdale, Washington 98383 United States
Phone number: +1-360-308-****
Website: clearcreekfm.com
SIC Code: 7389 - Business Services, Not Elsewhere Classified
NAICS Code: 52 - Finance and Insurance
Founded: 2014
Employees: 2-10

Media & News

Funding & Financials

$10M$25M
Clear Creek Financial Management's revenue is estimated to be in the range of $10M$25M

Funding & Financials

$10M$25M
Clear Creek Financial Management's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Insights

Similar companies to Clear Creek Financial Management

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Raymond James

Edward Jones

Clear Creek Financial Management Tech Stack

Media & News

Clear Creek Financial Management, LLC invests into assets: stake in Banco BBVA Argentina in the amount of $236K.

Clear Creek Financial Management, LLC invests into assets: stake in Iovance Biotherapeutics in the amount of $91K.

Clear Creek Financial Management, LLC invests into assets: stake in Novo Nordisk A/S in the amount of $450K.

Clear Creek Financial Management, LLC invests into assets: stake in iShares India 50 ETF in the amount of $664K.

Clear Creek Financial Management, LLC invests into assets: stake in Archer-Daniels-Midland in the amount of $207K.

Clear Creek Financial Management, LLC invests into assets: stake in Iovance Biotherapeutics in the amount of $91K.

Clear Creek Financial Management, LLC invests into assets: stake in Southwest Gas in the amount of $224K.

Clear Creek Financial Management's Email Address Formats

Frequently Asked Questions

Where is Clear Creek Financial Management's headquarters located?

What is Clear Creek Financial Management's phone number?

What is Clear Creek Financial Management's official website and social media links?

What is Clear Creek Financial Management's SIC code NAICS code?

How many employees does Clear Creek Financial Management have currently?

What industry does Clear Creek Financial Management belong to?

What technology does Clear Creek Financial Management use?

What is Clear Creek Financial Management's email format?

When was Clear Creek Financial Management founded?

Clear Creek Financial Management

Company Overview

Media & News

Clear Creek Financial Management, LLC invests into assets: stake in Banco BBVA Argentina in the amount of $236K.

Clear Creek Financial Management, LLC invests into assets: stake in Iovance Biotherapeutics in the amount of $91K.

Clear Creek Financial Management, LLC invests into assets: stake in Novo Nordisk A/S in the amount of $450K.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

Ready to create more pipeline?

Ready to create more pipeline?