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BEAR CREEK ASSET MANAGEMENT, LLC

1200 17th Street
Suite 970
Denver, Colorado 80202
Tel: 303-459-7333

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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 1 offices throughout the country.

BEAR CREEK ASSET MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $6,161,818,550 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#137677
SEC#801-64862
Assets Managed by Firm$6,161,818,550
No. of Clients174
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total174$6,161,818,550
High net worth individuals102$1,504,456,635
Charitable organizations6$29,435,285
Corporations or other businesses13$4,109,658,545

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