Be advised. This firm is no longer registered.

Creative Financial Concepts,llc

Creative Financial Concepts,llc (CRD# 111844) is a financial advisory firm headquartered in New York, NY. They manage $17,600,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
405 Lexington Ave, 26th Floor, 2640, New York, NY 10174
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $359,184
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Creative Financial Concepts,llc
No Advisor Found.

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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