Creative Capital Management Investments LLC

Creative Capital Management Investments LLC (CRD# 286567) is a financial advisory firm headquartered in San Diego, CA. They manage $586,145,856 in 1,053 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6265 Greenwich Drive, Suite 201, San Diego, CA 92122
https://www.facebook.com/myccmi/
By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    1,053
    ACCOUNTS
  • Average Account Value
    $556,644
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Creative Capital Management Investments LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kimberly Benson, financial advisor San Diego CA
Kimberly M. Benson
CRD#: 6906180
6265 Greenwich Drive, Suite 201, San Diego, CA 92122

Kimberly Benson (CRD# 6906180) is an Investment Advisor Representative working at Creative Capital Management Investments LLC in San Diego, CA and has 1 year of experience in the finance industry.

2
Brian Matter, financial advisor San Diego CA
Brian W. Matter
CRD#: 2935642
6265 Greenwich Drive, Suite 201, San Diego, CA 92122

Brian Matter (CRD# 2935642) is an Investment Advisor Representative working at Creative Capital Management Investments LLC in San Diego, CA and has 1 year of experience in the finance industry.

3
Matthew Showley, financial advisor San Diego CA
Matthew B. Showley
CRD#: 6307535
6265 Greenwich Drive, Suite 201, San Diego, CA 92122

Matthew Showley (CRD# 6307535) is an Investment Advisor Representative working at Creative Capital Management Investments LLC in San Diego, CA and has 1 year of experience in the finance industry.

4
Tina Vieregg, financial advisor San Diego CA
Tina M. Vieregg
CRD#: 2568561
6265 Greenwich Drive, Suite 201, San Diego, CA 92122

Tina Vieregg (CRD# 2568561) is an Investment Advisor Representative working at Creative Capital Management Investments LLC in San Diego, CA and has over 29 years 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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