3RD CREEK INVESTMENTS

999 Driver Way
Incline Village, Nevada 89451
Tel: 775-832-9222

About 3RD CREEK INVESTMENTS

3RD CREEK INVESTMENTS, formally registered with the SEC as 3RD CREEK INVESTMENTS. The firm was established in 04/15/2021. They have over 1 offices throughout the country.

3RD CREEK INVESTMENTS is a Incline Village, Nevada based Financial Planning firm with nearly $129,282,336 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115945
SEC#	801-120802
Assets Managed by Firm	$129,282,336
No. of Clients	306
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	306	$129,282,336
Individuals (other than high net worth individuals)	48	$15,305,639
High net worth individuals	27	$82,286,273
Pension and profit sharing plans	Fewer than 5 clients	$19,896
Charitable organizations	7	$30,547,436
Corporations or other businesses	Fewer than 5 clients	$1,123,092

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THE AMERIFLEX GROUP 8475 W. Sunset Road Suite 101 Las Vegas, NV, 89113	$6,522,387,220	16327	149
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	$5,194,180,776	21408	264
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive 2/F Las Vegas, NV, 89135	$4,662,466,719	28	45

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