3RD CREEK INVESTMENTS - Financial Advisor in Nevada, Incline Village

Tel: 775-832-9222 999 Driver Way Incline Village, Nevada 89451

About 3RD CREEK INVESTMENTS

3RD CREEK INVESTMENTS is a Incline Village, Nevada based financial advisory firm with nearly $129,282,336 in assets under management and provides investment advisory services for 306 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

115945

Firm SEC#:

801-120802

Assets Under Management:

$129,282,336

No. of Clients:

306

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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