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Building 2SAND CREEK CAPITAL, LLC

Map pinREXBURG, ID
Phone208-356-9022
NotebookSEC #801-128135
Total AUM
$471.2M
Employees
8
Clients
988

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 E 1ST N
REXBURG
ID 83440
United States
Operating Hours
M-TH 8 AM - 5 PM; FRIDAY 8 AM- 2 PM
Monday - Friday
Phone
208-356-9022
Other Offices
5

ReceiptFinancials

Total AUM
$471.2M
Accounts
2,236
Discretionary
$432.1M
Accounts
2,232
Non-Discretionary
$39.1M
Accounts
4

ContactClients

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Individual Clients
627
AUM
$84.5M
HNW Individual Clients
312
AUM
$293.3M
Pension/Profit Sharing Plan Clients
26
AUM
$42.1M
Charitable Organization Clients
1
AUM
$73.4K
Government Entity Clients
1
AUM
$38.7M
Corporation or Business Clients
21
AUM
$12.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAIDLAMTNHTXUTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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