CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

6265 Greenwich Drive
Suite 201
San Diego, California 92122
Tel: 619-298-3993

About CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC, formally registered with the SEC as CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC. The firm was established in 02/27/2017. They have over 1 offices throughout the country.

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC is a San Diego, California based Financial Planning firm with nearly $668,245,530 assets under management, offering retirement planning & investment advisory services to 1126 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286567
SEC#	801-110056
Assets Managed by Firm	$668,245,530
No. of Clients	1126
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1126	$668,245,530
Individuals (other than high net worth individuals)	105	$70,518,924
High net worth individuals	180	$594,789,413
Pension and profit sharing plans	Fewer than 5 clients	$2,937,193

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