Overview
Assets Under Management: $466 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Frequently Asked Questions
CREEKSIDE PARTNERS FINANCIAL ADVISERS 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 #125401), CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC is subject to fiduciary duty under federal law.
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC is headquartered in PETALUMA, CA.
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC serves 132 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC manages $466 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 796
Discretionary Accounts: 796
Regulatory Filings
CRD Number: 125401
Last Filing Date: 2024-03-19 00:00:00
Website: https://creeksidepartners.com