Creekside Capital, Inc.
Creekside Capital, Inc. (CRD# 108972) is a financial advisory firm headquartered in Knoxville, TN. They manage $221,061,138 in 748 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management221MILLION
-
Total Number of Accounts748ACCOUNTS
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Average Account Value$295,536
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, NH, SC, TN, TX
Financial Advisors at Creekside Capital, Inc.
1
Rachel Hacker (CRD# 3192143) is an Investment Advisor Representative working at Creekside Capital, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.
2
Martin McBrearty (CRD# 3214442) is an Investment Advisor Representative working at Creekside Capital, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.
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