Creative Funding Corporation
Creative Funding Corporation (CRD# 117439) is a financial advisory firm headquartered in Bloomfield, CT. They manage $30,066,851 in 208 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Creative Funding Corporation
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts208ACCOUNTS
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Average Account Value$144,552
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA
Financial Advisors at Creative Funding Corporation
1
Ricardo Dostie, Jr (CRD# 5829835) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 12 years of experience in the finance industry.
2
Steven Hyman (CRD# 714439) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 32 years of experience in the finance industry.
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