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Building 2CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Map pinSAN DIEGO, CA
Phone619-298-3993
NotebookSEC #801-110056
Total AUM
$780.4M
Employees
11
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6265 GREENWICH DRIVE
SUITE 201
SAN DIEGO
CA 92122
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
619-298-3993

ReceiptFinancials

Total AUM
$780.4M
Accounts
1,198
Discretionary
$779.5M
Accounts
1,194
Non-Discretionary
$890.1K
Accounts
4

ContactClients

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Individual Clients
104
AUM
$65.2M
HNW Individual Clients
194
AUM
$711.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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