JACKSON CREEK INVESTMENT ADVISORS LLC

115 Wilcox Street
Suite 220
Castle Rock, Colorado 80104
Tel: 720-826-4102

About JACKSON CREEK INVESTMENT ADVISORS LLC

JACKSON CREEK INVESTMENT ADVISORS LLC, formally registered with the SEC as JACKSON CREEK INVESTMENT ADVISORS LLC. The firm was established in 05/27/2020. They have over 1 offices throughout the country.

JACKSON CREEK INVESTMENT ADVISORS LLC is a Castle Rock, Colorado based Financial Planning firm with nearly $343,867,050 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309116
SEC#	801-118808
Assets Managed by Firm	$343,867,050
No. of Clients	133
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	133	$343,867,050
Individuals (other than high net worth individuals)	38	$94,669,839
Charitable organizations	2	$14,601,116
Corporations or other businesses	2	$9,509,815

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TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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