CREEKSIDE PARTNERS
Petaluma, CA
AUM
$553.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, PETALUMA
2 advisers found
Petaluma, CA
AUM
$553.4M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
Petaluma, CA
AUM
$76.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-658-4433