Creekside Advisors, Inc.
Creekside Advisors, Inc. (CRD# 122712) is a financial advisory firm headquartered in , . They manage $29,744,958 in 162 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts162ACCOUNTS
Average Account Value$183,611
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Camille Lombardo (CRD# 4070210) is an Investment Advisor Representative working at Creekside Advisors, Inc. in Upper Providence Township, PA and has over 18 years of experience in the finance industry. Camille Lombardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Semple (CRD# 4588947) is an Investment Advisor Representative working at Creekside Advisors, Inc. in Upper Providence Township, PA and has 1 year of experience in the finance industry.