Summer Creek Wealth Management, LLC (Niskayuna)

Summer Creek Wealth Management, LLC is an adviser based in Niskayuna. It manages $12.89 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Summer Creek Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Summer Creek Wealth Management: assets under management

The assets under management (AUM) of Summer Creek Wealth Management, LLC is $12.89 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.63 million in discretionary accounts and $266.48 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $467.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $266.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Summer Creek Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Niskayuna

The principal office where Summer Creek Wealth Management, LLC performs its advisory services is located at 1262 Ruffner Road, Niskayuna, NY 12309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 518-867-5620. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.

Summer Creek Wealth Management, LLC (Niskayuna)

Summer Creek Wealth Management: assets under management

Fees & Commissions

Based in Niskayuna

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