Wipple Creek, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311988
- Website
- www.wipplecreek.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.15%
- Individuals21.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Wipple Creek, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it also produces periodic publications or newsletters as part of its client communications. Wipple Creek charges clients primarily as a percentage of assets under management and also uses hourly billing for some services. The adviser operates as a discretionary manager for the assets it oversees and does not identify ESG investing as an active focus.
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 Equities55%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents13%
- US Government Bonds9%
- Non-Exchange Traded Equities4%
Contacts
1 of 1
Mark Currier
FounderCRD 1888224
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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