Creativevest Inc
RIASEC Registered
Total AUM
$12.3M
Discretionary
$12.3M
100% of AUM
Avg account
$268K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323784
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.99%
- Individuals8.5%
- Investment Companies1.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Creativevest Inc. is an independent, corporation-structured registered investment adviser that serves individuals, families and institutional clients. Ownership is held by an individual. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Creativevest does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Justin Saffel
Project DevelopmentCRD 7645780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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