William
Sanders
Clear Rock Advisors, LLC
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About this Advisor
William Sanders is a financial advisor operating out of Kerrville, Texas with a total of 7 years of industry experience. Sanders is an advisor for Clear Rock Advisors, LLC. During their career, Sanders has held roles at Matterhorn Capital Management, LLC, Atlas Efficiency Solutions and Clear Rock Advisors, LLC. Sanders maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Clear Rock Advisors, LLC is a registered investment firm that has its headquarters in Kerrville, TX. The firm has offices in two locations and a total of seven advisors. It administers $400 million in assets between its 567 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 567 client accounts, 66% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Clear Rock Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on which services the firm provides the client. Fees billed by Clear Rock Advisors, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Rock Advisors, LLC Brokerage Details
$399,602,635
7
567
$704,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Sanders Work History
William has been registered as a financial advisor for 7 years.*
Clear Rock Advisors, LLC
Atlas Efficiency Solutions
Matterhorn Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Rock Advisors, LLC
Kerrville, TX
Dallas, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
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