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Building 2CREEKSIDE PARTNERS

Map pinPETALUMA, CA
Phone707-769-7820
NotebookSEC #801-68879
Total AUM
$553.4M
Employees
2
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
775 BAYWOOD DRIVE
SUITE 306
PETALUMA
CA 94954
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
707-769-7820

ReceiptFinancials

Total AUM
$553.4M
Accounts
819
Discretionary
$553.4M
Accounts
819
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$47.3M
HNW Individual Clients
147
AUM
$476.1M
Pension/Profit Sharing Plan Clients
1
AUM
$15M
Charitable Organization Clients
1
AUM
$523.6K
Corporation or Business Clients
1
AUM
$14.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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