CREEKMUR ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- MORTON, Illinois
- CRD number
- 306903
- Registered since
- January 24, 2020
- Website
- creekmurwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.65%
- Individuals38.12%
- Pension & Profit Sharing Plans1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Creekmur Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Creekmur is not identified as an active ESG investor and is listed as not acting as a capital allocator.
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 Equities65%
- Non-Exchange Traded Equities30%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1JOHN CREEKMUR
President, CIO and FounderCRD 2226377
Contacts
3 of 22ROBERT PERSONETT
Sr. Wealth AdvisorCRD 7009864
JAMES FERGUSON
Wealth AdvisorCRD 5432286
RAYMOND WHITAKER
Senior Wealth AdvisorCRD 2732715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$1.5M in ETFs
100%
$1.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $570K | 953 | 38.37% |
Location
MORTON, IL
TAZEWELL
Location
MORTON, IL
Headquartered in MORTON, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- TAZEWELL
- Address
- 805 W Jackson St
- Time zone
- CT (UTC-6)
- Office locations
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