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BEAR CREEK ASSET MANAGEMENT, LLC
1200 17th Street
Suite 970
Denver, Colorado 80202
Tel: 303-459-7333
About BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC, formally registered with the SEC as BEAR CREEK ASSET MANAGEMENT, LLC. The firm was established in 11/29/2005. They have over 2 offices throughout the country.
BEAR CREEK ASSET MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $7,457,031,060 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137677 |
| SEC# | 801-64862 |
| Assets Managed by Firm | $7,457,031,060 |
| No. of Clients | 176 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 176 | $7,457,031,060 |
| High net worth individuals | 107 | $1,787,685,600 |
| Charitable organizations | 8 | $45,795,800 |
| Corporations or other businesses | 14 | $5,319,955,840 |
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