Overview
Assets Under Management: $244 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 43
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 750
Non-Discretionary Accounts: 750
Regulatory Filings
CRD Number: 108972
Last Filing Date: 2025-02-18 00:00:00
Website: https://creeksidecapitalinc.com