Overview
Assets Under Management: $471 million
Headquarters: WEST BARNSTABLE, MA
High-Net-Worth Clients: 3
Average Client Assets: $110 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.32
Average High-Net-Worth Client Assets: $110 million
Total Client Accounts: 930
Discretionary Accounts: 930
Regulatory Filings
CRD Number: 141001
Filing ID: 1953035
Last Filing Date: 2025-03-07 14:10:00
Website: https://bridgecreekcapital.com