Войти в систему Зарегистрироваться бесплатно

The Stone Creek Group, LLC (Denver)


The Stone Creek Group, LLC is an adviser based in Denver. It manages $43.73 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2015.

Logo

The Stone Creek Group provides 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.

The Stone Creek Group: assets under management

The assets under management (AUM) of The Stone Creek Group, LLC is $43.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $767.12 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Stone Creek Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where The Stone Creek Group, LLC performs its advisory services is located at 600 17 Th Street, Denver, CO 80202, 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 303-226-7370 or by fax 303-226-7379. The normal business hours are 0800-1700 on Monday - Friday. You can find more information about the New York firm at stonecreekgroup.com.


Registered investment advisers similar to The Stone Creek Group, LLC