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CREATIVE CAPITALISTS, INC
CRD 298898
3501 OCEAN VIEW BLVD, GLENDALE, CA, 91208, United States
Phone
626-673-3566
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.0M
Discretionary AUM
$23.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUB-ADVISOR TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $5.6M |
| High net worth individuals | 7 | $17.4M |
All web addresses on file
Official SEC filing: View on IAPD