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Building 23RD CREEK INVESTMENTS

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Phone775-832-9222
NotebookSEC #801-120802
Total AUM
$204.9M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
BY APPOINTMENT
Phone
775-832-9222

ReceiptFinancials

Total AUM
$204.9M
Accounts
436
Discretionary
$183.7M
Accounts
344
Non-Discretionary
$21.2M
Accounts
92

ContactClients

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Individual Clients
58
AUM
$19.5M
HNW Individual Clients
42
AUM
$146.8M
Pension/Profit Sharing Plan Clients
1
AUM
$91.1K
Charitable Organization Clients
8
AUM
$37.4M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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

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Disclosures

None reported

State Registrations
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HandshakeAffiliates

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

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