CREEKSIDE PARTNERS - Financial Advisor in California, Petaluma

Tel: 707-769-7820 775 Baywood Drive Suite 306 Petaluma, California 94954

About CREEKSIDE PARTNERS

CREEKSIDE PARTNERS is a Petaluma, California based financial advisory firm with nearly $466,482,508 in assets under management and provides investment advisory services for 796 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

125401

Firm SEC#:

801-68879

Assets Under Management:

$466,482,508

No. of Clients:

796

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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