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CASTLE CREEK ADVISORS IV LLC
CASTLE CREEK ADVISORS IV LLC
SAN DIEGO, California
·
1 registered advisor
·
CRD# 158079
SEC# 801-72923
2
858-756-8300
01
Firm Overview
AUM
$979M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CASTLE CREEK ADVISORS IV LLC
1 registered advisor
William John Ruh
RANCHO SANTA FE, California
CRD# 2652681
05
Office Locations
RANCHO SANTA FE, California
1 advisor
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Data sourced from SEC Form ADV filings. CASTLE CREEK ADVISORS IV LLC (CRD# 158079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.