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Michael John Gorman

CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC·LAFAYETTE, California
Unclaimed Profile
985 MORAGA ROAD, LAFAYETTE, CA 94549CRD# 3214651Firm CRD# 125401
01

About

Michael John Gorman is a registered financial advisor based in LAFAYETTE, California, affiliated with CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CREEKSIDE PARTNERS
AUM
$466M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3214651
Firm CRD# 125401
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael John Gorman offer?
Michael John Gorman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Michael John Gorman's credentials?
Michael John Gorman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Gorman located?
Michael John Gorman is based in LAFAYETTE, California, working with CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Michael John Gorman charge for services?
Michael John Gorman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC?
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC has approximately 2 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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