156 N Jefferson Street Suite 201
Chicago, Illinois 60661
Tel: 312-784-3988
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $2,157,753,997 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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