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Building 2JACKSON CREEK INVESTMENT ADVISORS LLC

Map pinCASTLE ROCK, CO
Phone720-826-4102
NotebookSEC #801-118808
Total AUM
$349M
Employees
6
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 WILCOX STREET
SUITE 220
CASTLE ROCK
CO 80104
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
720-826-4102

ReceiptFinancials

Total AUM
$349M
Accounts
57
Discretionary
$349M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
20
AUM
$50.4M
Investment Company Clients
1
AUM
$212.8M
Charitable Organization Clients
1
AUM
$16.6M
Government Entity Clients
1
AUM
$58.7M
Corporation or Business Clients
1
AUM
$10.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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