Bear Creek Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
139941
Registered since
August 1, 2006

Firm profile

FINTRX

Overview

Bear Creek Securities LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2006. The record identifies the owner type as a domestic entity and an individual, but FINTRX does not assign the firm to a standard advisory classification (listed as "Unclassified"). Several firm-level flags are negative: it is not identified as a capital allocator, not flagged as an active ESG investor, not a pension consultant, not a related adviser, and not listed as a multi-state or newly formed adviser. The firm has not supplied a descriptive summary of its business activities, advisory services, fee structure, or target client base to FINTRX. That absence of a firm-provided profile limits visibility into how Bear Creek Securities sources business, the products it emphasizes, or whether it operates primarily as a broker-dealer, registered investment adviser, or in another capacity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • David Silver

    David Silver

    Managing DirectorCRD 6060455

  • Kevin Tulk

    Kevin Tulk

    Managing DirectorCRD 4544560

  • Shawn Oneal

    Managing DirectorCRD 1651154

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1200 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth