Overview
Assets Under Management: $562 million
Headquarters: MORTON, IL
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Frequently Asked Questions
CREEKMUR ASSET 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 #306903), CREEKMUR ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CREEKMUR ASSET MANAGEMENT, LLC is headquartered in MORTON, IL.
CREEKMUR ASSET MANAGEMENT, LLC serves 114 high-net-worth clients according to their SEC filing dated May 02, 2025. View client details ↓
According to their SEC Form ADV, CREEKMUR ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CREEKMUR ASSET MANAGEMENT, LLC manages $562 million in client assets according to their SEC filing dated May 02, 2025.
According to their SEC Form ADV, CREEKMUR ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,152
Discretionary Accounts: 3,122
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 306903
Filing ID: 1987164
Last Filing Date: 2025-05-02 16:00:00
Website: https://creekmurwealth.com