Creekstone Capital Management, LLC

Creekstone Capital Management, LLC (CRD# 154764) is a financial advisory firm headquartered in , . They manage $21,129,306 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $377,309
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Creekstone Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Buford R. Conley
CRD#: 5291573
Portola Valley, CA 94028
101
Wealthminder
score

Buford Conley (CRD# 5291573) is an Investment Advisor Representative working at Creekstone Capital Management, LLC in Portola Valley, CA and has 19 years of experience in the finance industry.

2
Christopher P. Weber
CRD#: 6396660
Portola Valley, CA
87
Wealthminder
score

Christopher Weber (CRD# 6396660) is an Investment Advisor Representative working at Creekstone Capital Management, LLC in Portola Valley, CA and has 1 year of experience in the finance industry.

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