CLEARCREEK SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
11
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Clearcreek Securities, LLC is an LLC operating as an investment bank that registered with the SEC in 2014. Ownership is listed as a combination of a domestic entity and individual ownership. The firm is not positioned as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the source data. The firm has provided minimal public detail about its advisory or brokerage activities and has not disclosed the types of clients it serves or the fee arrangements it uses. The information available focuses on its corporate form and regulatory registration rather than an explicit investment mandate or client-facing strategy.

Assets & Accounts

Investments & Alternatives

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 11
  • SEAN DESON

    PartnerCRD 1963451

  • MICHAEL FRANSON

    CRD 1184932

  • Nancy Ervin

    PartnerCRD 6987523

Unlock 8 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