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Dave Bernard Straley

3RD CREEK INVESTMENTS, INC.·INCLINE VILLAGE, Nevada
Unclaimed Profile
999 DRIVER WAY, INCLINE VILLAGE, NV 89451CRD# 1457197Firm CRD# 115945
01

About

Dave Bernard Straley is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with 3RD CREEK INVESTMENTS, INC.. 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
03

Firm Overview

Firm
3RD CREEK INVESTMENTS, INC.
3RD CREEK INVESTMENTS
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 3RD CREEK INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1457197
Firm CRD# 115945
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dave Bernard Straley offer?
Dave Bernard Straley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Dave Bernard Straley's credentials?
Dave Bernard Straley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dave Bernard Straley located?
Dave Bernard Straley is based in INCLINE VILLAGE, Nevada, working with 3RD CREEK INVESTMENTS, INC.. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Dave Bernard Straley charge for services?
Dave Bernard Straley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3RD CREEK INVESTMENTS, INC.?
3RD CREEK INVESTMENTS, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in INCLINE VILLAGE
Kent Charles Mccarthy — JAYHAWK CAPITAL MANAGEMENT, L.L.CMichael D. Schmitz — JAYHAWK CAPITAL MANAGEMENT, L.L.CYuliya Efimkin — ALLRISE ASSET MANAGEMENT, LLCJoseph Thomas Seminetta — SIERRA SUMMIT ADVISORS LLCThomas Endel Mcconnon — WHITEBARK INVESTORS GP LLC
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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