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Building 2CREEDON, KELLER & PARTNERS, INC.

Map pinSAUSALITO, CA
Phone415-332-0111
NotebookSEC #801-55288
Total AUM
$234.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 SECOND STREET
SUITE 120
SAUSALITO
CA 94965
USA
Operating Hours
6:00 AM-3:00 PM
Monday - Friday
Phone
415-332-0111

ReceiptFinancials

Total AUM
$234.7M
Accounts
4
Discretionary
$234.7M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVNY

HandshakeAffiliates

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

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