3RD CREEK INVESTMENTS
Total AUM
$204.9M
Employees
4Clients
110Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM TO 5PM
BY APPOINTMENT
BY APPOINTMENT
Phone
775-832-9222
Financials
Total AUM
$204.9M
Accounts
436Discretionary
$183.7M
Accounts
344Non-Discretionary
$21.2M
Accounts
92
Clients
Individual Clients
58AUM
$19.5M
HNW Individual Clients
42AUM
$146.8M
Pension/Profit Sharing Plan Clients
1AUM
$91.1K
Charitable Organization Clients
8AUM
$37.4M
Corporation or Business Clients
1AUM
$1.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLIDNVNYWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.