Overview
Assets Under Management: $562 million
Headquarters: MORTON, IL
High-Net-Worth Clients: 114
Average Client Assets: $2 million
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