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).
Total Assets Under Management824MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$9,810,029
- A percentage of assets under your management
- 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
CA, MN, NC, TX
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.
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.