CREO CAPITAL PARTNERS MANAGEMENT LLC

1001 Brickell Bay Drive
Suite 3104
Miami, Florida 33131
Tel: 305-998-0078

About CREO CAPITAL PARTNERS MANAGEMENT LLC

CREO CAPITAL PARTNERS MANAGEMENT LLC, formally registered with the SEC as CREO CAPITAL PARTNERS MANAGEMENT LLC. The firm was established in 04/30/2021. They have over 2 offices throughout the country.

CREO CAPITAL PARTNERS MANAGEMENT LLC is a Miami, Florida based Financial Planning firm with nearly $394,221,458 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296861
SEC#	801-121089
Assets Managed by Firm	$394,221,458
No. of Clients	2
No. of Advisors	6

Fee Structure

Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$394,221,458

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