Cool Creek Financial
Firm details
- Headquarters
- ,
- CRD number
- 323167
- Website
- www.coolcreekfin.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.9%
- HNWI27.42%
- Pension & Profit Sharing Plans15.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cool Creek Financial is an independent, privately held Registered Investment Adviser organized as an LLC and run by an individual owner. The firm acts as a capital allocator for both individuals/families and institutional clients, delivering financial planning and portfolio management across personal, small-business and institutional mandates. Its advisory toolkit includes selection of other advisers and pension consulting services. Fee arrangements are flexible: percentage of assets under management, hourly fees, and fixed fees are all used. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds8%
- State & Local Bonds2%
Contacts
1 of 1
Steven Maher
PresidentCRD 6094987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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