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SUMMIT CREEK ADVISORS, LLC
SUMMIT CREEK ADVISORS, LLC
SUMMIT CREEK ADVISORS
MINNEAPOLIS, Minnesota
·
3 registered advisors
·
CRD# 135496
SEC# 801-70380
1
612-746-8990
01
Firm Overview
AUM
$763M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at SUMMIT CREEK ADVISORS, LLC
3 registered advisors
Adam Nathan Benson
MINNEAPOLIS, Minnesota
CRD# 2441190
John David Crowther
MINNEAPOLIS, Minnesota
CFA
CRD# 4670989
Joseph John Docter
MINNEAPOLIS, Minnesota
CRD# 4352467
05
Office Locations
MINNEAPOLIS, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. SUMMIT CREEK ADVISORS, LLC (CRD# 135496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.