CREO GLOBAL CAPITAL LLC
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 159771
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.3%
- Individuals2.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Creo Global Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is made up of individuals and families; the adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1PETER SAVARINO
Co-FounderCRD 1656139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANN ARBOR, MI
WASHTENAW
Location
ANN ARBOR, MI
Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 1026 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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