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STONE CREEK GROUP, LLC

2390 W. Dartmouth
Englewood, Colorado 80110
Tel: 303-226-7370

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About STONE CREEK GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#182512
SEC#801-124710
Assets Managed by Firm$155,418,540
No. of Clients246
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total246$155,418,540
Individuals (other than high net worth individuals)34$10,346,282
High net worth individuals46$91,117,326
Corporations or other businesses2$41,613,768

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