Investment adviser · CRD 112363

CREATIVE CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Jan 30, 2017

Regulatory AUM
$298M
Form ADV · Item 5.F
Client accounts
637
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 30, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

8880 RIO SAN DIEGO DR#1150
SAN DIEGO, CA, 92108-1690, United States

CRD 112363

Filing source

Form ADV 1064482 · Jan 30, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.