Overview
Assets Under Management: $466 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 132
Average Client Assets: $3 million
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