505 Wakara Way
Suite 215
Salt Lake City, Utah 84108
Tel: 801-214-0091
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.
SEC Current Status | Approved |
Firm CRD# | 165803 |
SEC# | 801-77391 |
Assets Managed by Firm | $1,410,697,153 |
No. of Clients | 17 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17 | $1,410,697,153 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$43,318,716,000 | 122 | 2250 | |
$22,406,537,116 | 238 | 90 | |
$6,250,778,068 | 28608 | 89 | |
$6,193,243,609 | 18 | 53 | |
$5,644,684,596 | 3387 | 56 |
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