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Home > Retirement Planners > california > petaluma > CREEKSIDE PARTNERS
CREEKSIDE PARTNERS
775 Baywood Drive
Suite 306
Petaluma, California 94954
Tel: 707-769-7820
About CREEKSIDE PARTNERS
CREEKSIDE PARTNERS, formally registered with the SEC as CREEKSIDE PARTNERS. The firm was established in 02/20/2008. They have over 1 offices throughout the country.
CREEKSIDE PARTNERS is a Petaluma, California based Financial Planning firm with nearly $466,482,508 assets under management, offering retirement planning & investment advisory services to 796 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125401 |
| SEC# | 801-68879 |
| Assets Managed by Firm | $466,482,508 |
| No. of Clients | 796 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 796 | $466,482,508 |
| Individuals (other than high net worth individuals) | 146 | $60,398,522 |
| High net worth individuals | 113 | $345,904,652 |
| Pension and profit sharing plans | 5 | $18,943,456 |
| Charitable organizations | 4 | $1,500,503 |
| Corporations or other businesses | 5 | $39,735,375 |
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