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).
Current Firm Details
Cazenovia Creek Investment Management, LLC
By the Numbers
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Total Assets Under Management153MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$76,405,953
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Cazenovia Creek Investment Management, LLC
No Advisor Found.
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