Cazenovia Creek Investment Management, LLC
Cazenovia Creek Investment Management, LLC (CRD# 152536) is a financial advisory firm headquartered in Charlotte, NC. They manage $152,811,906 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management153MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$76,405,953
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)