BEAR CREEK SECURITIES LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 139941
- Registered since
- August 1, 2006
- Website
- bearcreekcap.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6JOSEPH RODDY
Managing DirectorCRD 1942879
KEVIN TULK
Managing DirectorCRD 4544560
SHAWN ONEAL
Managing DirectorCRD 1651154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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