3rd Creek Investments

3rd Creek Investments (CRD# 115945) is a financial advisory firm headquartered in , . They manage $73,000,000 in 195 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $374,359
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV, WA

Financial Advisors at 3rd Creek Investments
Showing 1 - 3 of 3 top financial advisors.
1
Gwen L. Straley
CRD#: 6447170
Incline Village, NV 89451
96
Wealthminder
score

Gwen Straley (CRD# 6447170) is an Investment Advisor Representative working at 3rd Creek Investments, Inc., and has 1 year of experience in the finance industry.

2
Harris E. Kirschner
CRD#: 5950419
Incline Village, NV
93
Wealthminder
score

Harris Kirschner (CRD# 5950419) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 6 years of experience in the finance industry.

3
Dave B. Straley
CRD#: 1457197
Incline Village, NV
93
Wealthminder
score

Dave Straley (CRD# 1457197) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 17 years of experience in the finance industry.

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