Clearcreek Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
169774
Registered since
September 12, 2014

Firm profile

FINTRX

Overview

Clearcreek Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year 2014). FINTRX classifies the firm as an investment bank rather than a registered investment adviser or capital allocator. Ownership is listed as a mix of a domestic entity and an individual. Public data records show the firm is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant. FINTRX does not list specific advisory activities, fee structure, or a client base for Clearcreek Securities, suggesting the firm’s primary role is transactional or advisory in capital markets rather than discretionary asset management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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 12
  • Sean Deson

    Sean Deson

    PartnerCRD 1963451

  • Michael Franson

    Michael Franson

    CRD 1184932

  • Nancy Ervin

    Nancy Ervin

    PartnerCRD 6987523

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
1165 Delaware St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth