Summit Creek Advisors

Summit Creek Advisors (CRD# 135496) is a financial advisory firm headquartered in Minneapolis, MN. They manage $824,042,423 in 84 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $9,810,029
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, MN, NC, TX

Financial Advisors at Summit Creek Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Adam N. Benson
CRD#: 2441190
120 South Sixth Street, Suite 2200, Minneapolis, MN 55402
96
Wealthminder
score

Adam Benson (CRD# 2441190) is an Investment Advisor Representative working at Summit Creek Advisors in Minneapolis, MN and has over 21 years of experience in the finance industry.

2
Joseph J. Docter
CRD#: 4352467
120 South Sixth Street, Suite 2200, Minneapolis, MN 55402
90
Wealthminder
score

Joseph Docter (CRD# 4352467) is an Investment Advisor Representative working at Summit Creek Advisors in Minneapolis, MN and has 1 year of experience in the finance industry.

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