3rd Creek Investments is a reputable investment advisory firm headquartered in Incline Village, NV. With a single office, the company boasts a dedicated team of three employees, all of whom offer exceptional investment advisory services. Leveraging their expertise, they manage an impressive average of $37,210,000 in assets per investment advisor. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their clients.
While 401K and individual accounts make up less than 30% of their managed assets, 3rd Creek Investm...
See more
Loading...
Assets Under Mgmt
$111.64M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.