3rd Creek Investments

3rd Creek Investments (CRD# 115945) is a financial advisory firm headquartered in Incline Village, NV. They manage $129,282,336 in 306 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
999 Driver Way, Incline Village, NV 89451
http://3rdcreek.com/
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $422,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, ID, NV, NY, WA

Financial Advisors at 3rd Creek Investments
Showing 1 - 3 of 3 top financial advisors.
1
Harris Kirschner, financial advisor Incline Village NV
Harris E. Kirschner
CRD#: 5950419
999 Driver Way, Incline Village, NV 89451

Harris Kirschner (CRD# 5950419) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 12 years of experience in the finance industry.

2
Dave Straley, financial advisor Incline Village NV
Dave B. Straley
CRD#: 1457197
999 Driver Way, Incline Village, NV 89451

Dave Straley (CRD# 1457197) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 24 years of experience in the finance industry.

3
Gwen Straley, financial advisor Incline Village NV
Gwen L. Straley
CRD#: 6447170
999 Driver Way, Incline Village, NV 89451

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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