National Retirement Planning Experts

National Coverage
Local Professionals

CROSS CREEK ADVISORS, LLC

505 Wakara Way
Suite 215
Salt Lake City, Utah 84108
Tel: 801-214-0091

Need a Financial Advisor?
Compare Vetted Advisors

About CROSS CREEK ADVISORS, LLC

CROSS CREEK ADVISORS, LLC, formally registered with the SEC as CROSS CREEK ADVISORS, LLC. The firm was established in 11/27/2012. They have over 1 offices throughout the country.

CROSS CREEK ADVISORS, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $1,410,697,153 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165803
SEC# 801-77391
Assets Managed by Firm $1,410,697,153
No. of Clients 17
No. of Advisors 18

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total17$1,410,697,153
Inquire with CROSS CREEK ADVISORS, LLC

More Retirement Planning firms in Salt Lake City, Utah:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
BRIDGE INVESTMENT GROUP
111 E. Sego Lily Drive, #400
Sandy, UT, 84070
$43,318,716,0001222250
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$22,406,537,11623890
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
$6,250,778,0682860889
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,193,243,6091853
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400
St. George, UT, 84770
$5,644,684,596338756

Explore More Retirement Advisors in Salt Lake City, Utah