STONE CREEK GROUP, LLC

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

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 Status	Approved
Firm CRD#	182512
SEC#	801-124710
Assets Managed by Firm	$155,418,540
No. of Clients	246
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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