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 structured as a limited liability company and appears on SEC records going back to 2006. Ownership is recorded as a combination of a domestic entity and an individual. Public disclosures for the firm are sparse: it is categorized as unclassified and does not identify itself as a capital allocator, a pension consultant, a related adviser, or a multi-state adviser. The firm is not flagged as an active ESG investor. No fee schedule, client profile, or specific advisory/business activities are listed in the available data. The limited public detail suggests Bear Creek Securities operates at a small scale or maintains a narrow regulatory filing posture; the absence of declared advisory activities may indicate the entity primarily holds regulatory registrations rather than running an active, broadly marketed advisory platform.

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
  • JOSEPH RODDY

    Managing DirectorCRD 1942879

  • 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