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CREATIVE RESOURCES INVESTMENT ADVISORS LLC

CREATIVE RESOURCES INVESTMENT ADVISORS, LLC

CRD 110484 · SEC 801-55177

Visit website

#1003 4000 CHAPEL VIEW BLVD, SUITE 300, CRANSTON, RI, 02920, United States

Phone

4017380070

Fax

4017328512

Registration

— (—)

Source

State registered

Total AUM

$16.7M

Discretionary AUM

$11.9M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals65$3.0M
High net worth individuals20$13.8M

All web addresses on file

Official SEC filing: View on IAPD