Creekmur Asset Management, Llc

Creekmur Asset Management, Llc

Morton, Illinois

5.0

6 Reviews

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...see more

Assets Under Mgmt

$250.82M

Investment Professionals

7

Locations

3

% 401K & Individual

38%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Other Business Activities

  • Insurance broker or agent

Reviews for Creekmur Asset Management, Llc

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