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BANCREEK CAPITAL ADVISORS, LLC
401 Wilshire Blvd.
Suite 1200
Santa Monica, California 90401
Tel: 424-252-4813
About BANCREEK CAPITAL ADVISORS, LLC
BANCREEK CAPITAL ADVISORS, LLC, formally registered with the SEC as BANCREEK CAPITAL ADVISORS, LLC. The firm was established in 11/03/2023. They have over 1 offices throughout the country.
BANCREEK CAPITAL ADVISORS, LLC is a Santa Monica, California based Financial Planning firm with nearly $3,523,383 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328736 |
| SEC# | 801-129011 |
| Assets Managed by Firm | $3,523,383 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $3,523,383 |
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