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Home > Retirement Planners > oklahoma > tulsa > BRIDGECREEK INVESTMENT MANAGEMENT, LLC
BRIDGECREEK INVESTMENT MANAGEMENT, LLC
4521 East 91st Street, Suite 300
Tulsa, Oklahoma 74137
Tel: 918-392-1990
About BRIDGECREEK INVESTMENT MANAGEMENT, LLC
BRIDGECREEK INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BRIDGECREEK INVESTMENT MANAGEMENT, LLC. The firm was established in 08/03/2004. They have over 1 offices throughout the country.
BRIDGECREEK INVESTMENT MANAGEMENT, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $800,000,000 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 132519 |
| SEC# | 801-63411 |
| Assets Managed by Firm | $800,000,000 |
| No. of Clients | 60 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $800,000,000 |
| High net worth individuals | 56 | $750,000,000 |
| Charitable organizations | 4 | $50,000,000 |
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