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CREATIVE FUNDING CORPORATION
CRD 117439
699 BLOOMFIELD AVE., BLOOMFIELD, CT, 06002-2462, United States
Phone
860-242-4483
Fax
860-242-9481
Registration
— (—)
Source
State registered
Total AUM
$31.6M
Discretionary AUM
$26.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $20.7M |
| High net worth individuals | 7 | $10.9M |
All web addresses on file
Official SEC filing: View on IAPD