Creekmur Asset Management, LLC

Assets Under Management

$561.8M

Number of Clients

1,630

Number of Advisors

16

Average Client AUM

$345K

AUM per Advisor

$35.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Creekmur Asset Management provides discretionary portfolio asset management services based on client's investment objectives, goals, risk tolerance, and financial circumstances. They analyze client's current investments and implement a portfolio consistent with their needs. The firm utilizes third-party software and may retain independent investment managers.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

805 West Jackson, Suite 301, Morton, IL, 61550

16 Advisors at this firm