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CREATIVEVEST INC

CRD 323784

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$12.3M

Discretionary AUM

$12.3M

Team

1 total employees; 1 advisory reps; 26 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals4$1.0M
High net worth individuals12$11.1M
Investment companies1$187K

Official SEC filing: View on IAPD