CREEKSIDE PARTNERS
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
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Education seminars/workshops
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