Creative Wealth Builders, LLC

Creative Wealth Builders, LLC (CRD# 171632) is a financial advisory firm headquartered in , . They manage $21,442,000 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.creativewealthbuildersny.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $228,106
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Creative Wealth Builders, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Pamela Diamond, financial advisor West Hempstead NY
Pamela A. Diamond
CRD#: 5456454
West Hempstead, NY

Pamela Diamond (CRD# 5456454) is an Investment Advisor Representative working at Creative Wealth Builders, LLC in West Hempstead, NY and has over 9 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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