← Back to searchVisit website
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD 286567 · SEC 801-110056
6265 GREENWICH DRIVE, SUITE 201, SAN DIEGO, CA, 92122, United States
Phone
619-298-3993
Fax
619-298-1976
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$780.4M
Discretionary AUM
$779.5M
Team
11 total employees; 7 advisory reps; 33 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $65.2M |
| High net worth individuals | 194 | $711.7M |
States served
AZ, CA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD