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).
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Total Assets Under Management586MILLION
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Total Number of Accounts1,053ACCOUNTS
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Average Account Value$556,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, TX
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.
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.
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.
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.