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Home > Retirement Planners > tennessee > knoxville > CREEKSIDE CAPITAL, INC.
CREEKSIDE CAPITAL, INC.
8901 Sony Lane
Knoxville, Tennessee 37923
Tel: 865-693-5300
About CREEKSIDE CAPITAL, INC.
CREEKSIDE CAPITAL, INC, formally registered with the SEC as CREEKSIDE CAPITAL, INC. The firm was established in 01/21/2000. They have over 1 offices throughout the country.
CREEKSIDE CAPITAL, INC. is a Knoxville, Tennessee based Financial Planning firm with nearly $244,145,183 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108972 |
| SEC# | 801-57187 |
| Assets Managed by Firm | $244,145,183 |
| No. of Clients | 750 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 750 | $244,145,183 |
| Individuals (other than high net worth individuals) | 174 | $49,779,977 |
| High net worth individuals | 43 | $188,042,134 |
| Pension and profit sharing plans | 1 | $19,163 |
| Charitable organizations | 3 | $5,416,187 |
| Corporations or other businesses | 3 | $887,722 |
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|---|---|---|---|
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