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3RD CREEK INVESTMENTS
3RD CREEK INVESTMENTS, INC.
CRD 115945 · SEC 801-120802
CA, United States
Phone
775-832-9222
Fax
775 743 5418
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.9M
Discretionary AUM
$183.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $19.5M |
| High net worth individuals | 42 | $146.8M |
| Charitable organizations | 8 | $37.4M |
States served
CA, CO, ID, NV, NY, WA, FL
All web addresses on file
Official SEC filing: View on IAPD