Creekmur Asset Management, LLC is a well-established investment advisory firm headquartered in Morton, IL, boasting a strong presence with four offices. With a dedicated team of 16 professionals, including 7 experienced investment advisors, Creekmur Asset Management, LLC offers expert guidance in the realm of investment advisory services. The firm maintains an impressive average of approximately $35,830,000 in assets under management per investment advisor, reflecting their proficiency in managing substantial portfolios.
Creekmur Asset Management, LLC exhibits a diverse compensation structure, encompassing various approaches such as a percentage of assets under management and fixed fees. Renowned for their expertise in employer 401Ks and individual investment management, nearly half of their assets under management originate from these sectors. Moreover, the firm's experience in this specific space has earned them a stellar reputation among clients.
In addition to their investment advisory services, Creekmur Asset Management, LLC also serves as an insurance broker or agent, providing comprehensive financial solutions to meet the diverse needs of their clientele.
With an impressive roster of over 820 individual clients, Creekmur Asset Management, LLC oversees a significant amount of assets under management, totaling more than $250,821,000. The firm takes pride in its long-standing advisors, including James Anderson, John Creekmur, and Andrew Creekmur, whose wealth of experience and dedication have contributed to the firm's success. As a discretionary asset manager, Creekmur Asset Management, LLC maintains full autonomy in managing 100% of the assets entrusted to their care.