2390 W. Dartmouth
Englewood, Colorado 80110
Tel: 303-226-7370
STONE CREEK GROUP, LLC, formally registered with the SEC as STONE CREEK GROUP, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
STONE CREEK GROUP, LLC is a Englewood, Colorado based Financial Planning firm with nearly $155,418,540 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 182512 |
SEC# | 801-124710 |
Assets Managed by Firm | $155,418,540 |
No. of Clients | 246 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 246 | $155,418,540 |
Individuals (other than high net worth individuals) | 34 | $10,346,282 |
High net worth individuals | 46 | $91,117,326 |
Corporations or other businesses | 2 | $41,613,768 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
Explore More Retirement Advisors in Englewood, Colorado