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 an SEC-registered limited liability company that first registered in 2006. Public filings and the firm's snapshot provide minimal disclosure about its business model: ownership is listed as a domestic entity/individual and the firm is classified as "unclassified" in the available records. The profile indicates Bear Creek Securities does not identify as a multi-state adviser, does not market itself as a capital allocator, and is not flagged as an active ESG investor. No information on client types, advisory services, or business activities was provided in the source material.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Joseph Roddy

    Managing DirectorCRD 1942879

  • Kevin Tulk

    Kevin Tulk

    Managing DirectorCRD 4544560

  • Shawn Oneal

    Managing DirectorCRD 1651154

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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