CREATION INVESTMENTS

156 N Jefferson Street Suite 201
Chicago, Illinois 60661
Tel: 312-784-3988

About CREATION INVESTMENTS

CREATION INVESTMENTS, formally registered with the SEC as CREATION INVESTMENTS. The firm was established in 01/19/2016. They have over 4 offices throughout the country.

CREATION INVESTMENTS is a Chicago, Illinois based Financial Planning firm with nearly $2,157,753,997 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171581
SEC#	801-107138
Assets Managed by Firm	$2,157,753,997
No. of Clients	22
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$2,157,753,997

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