SUMMIT CREEK ADVISORS

120 South Sixth Street
Suite 2200
Minneapolis, Minnesota 55402
Tel: 612-746-8990

About SUMMIT CREEK ADVISORS

SUMMIT CREEK ADVISORS, formally registered with the SEC as SUMMIT CREEK ADVISORS. The firm was established in 08/11/2009. They have over 2 offices throughout the country.

SUMMIT CREEK ADVISORS is a Minneapolis, Minnesota based Financial Planning firm with nearly $763,042,111 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135496
SEC#	801-70380
Assets Managed by Firm	$763,042,111
No. of Clients	34
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	34	$763,042,111
Individuals (other than high net worth individuals)	6	$1,126,960
High net worth individuals	12	$27,419,118
Charitable organizations	Fewer than 5 clients	$6,992,688
Other investment advisers	Fewer than 5 clients	$53,815,324
Corporations or other businesses	Fewer than 5 clients	$55,301,684

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Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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