Overview
Assets Under Management: $800 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 56
Average Client Assets: $13.4 million
Frequently Asked Questions
BRIDGECREEK INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132519), BRIDGECREEK INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIDGECREEK INVESTMENT MANAGEMENT, LLC is headquartered in TULSA, OK.
BRIDGECREEK INVESTMENT MANAGEMENT, LLC serves 56 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, BRIDGECREEK INVESTMENT MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRIDGECREEK INVESTMENT MANAGEMENT, LLC manages $800 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, BRIDGECREEK INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.75%
Average Client Assets: $13.4 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 132519
Filing ID: 1709279
Last Filing Date: 2023-03-30 11:30:00