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Building 2SUMMIT CREEK ADVISORS

Map pinMINNEAPOLIS, MN
Phone612-746-8990
NotebookSEC #801-70380
Total AUM
$650.9M
Employees
7
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 SOUTH SIXTH STREET
SUITE 2200
MINNEAPOLIS
MN 55402
United States
Operating Hours
7:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
612-746-8990
Other Offices
1

ReceiptFinancials

Total AUM
$650.9M
Accounts
34
Discretionary
$650.9M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.4M
HNW Individual Clients
12
AUM
$32.4M
Banking Clients
1
AUM
$78.6M
Pooled Vehicle Clients
2
AUM
$17.7M
Charitable Organization Clients
1
AUM
$6.6M
Government Entity Clients
7
AUM
$424.9M
Investment Advisor Clients
1
AUM
$28M
Corporation or Business Clients
1
AUM
$61.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNNCTX

HandshakeAffiliates

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

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