Overview
Assets Under Management: $763 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 12
Average Client Assets: $2.3 million
Frequently Asked Questions
SUMMIT CREEK ADVISORS 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 #135496), SUMMIT CREEK ADVISORS is subject to fiduciary duty under federal law.
SUMMIT CREEK ADVISORS is headquartered in MINNEAPOLIS, MN.
SUMMIT CREEK ADVISORS serves 12 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SUMMIT CREEK ADVISORS offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SUMMIT CREEK ADVISORS manages $763 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SUMMIT CREEK ADVISORS serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.59%
Average Client Assets: $2.3 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 135496
Filing ID: 1838018
Last Filing Date: 2024-03-28 15:46:00