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About CREIGHTON CAPITAL MANAGEMENT LLC
CREIGHTON CAPITAL MANAGEMENT LLC is a leading financial planning and investment management firm located in New York City. The firm provides customized financial solutions to a diverse client base, including high net worth individuals, families, and institutions. Founded in 2008, CREIGHTON CAPITAL MANAGEMENT LLC has established a strong reputation for its expertise and personalized approach in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized financial solutions to fit each client’s unique needs and goals
- Utilizes extensive financial expertise and knowledge to create effective investment strategies
- Offers ongoing support and guidance to ensure clients’ financial plans stay on track
Facts and Insights
At CREIGHTON CAPITAL MANAGEMENT LLC, we believe in transparency and providing our clients with the necessary information to make informed financial decisions. Here are some key facts and insights about our firm:
- Assets Under Management: $2.5 billion (as of December 31, 2020)
- Number of Advisors: 15
- Time in Business: 13 years
These numbers reflect our successful track record of managing investments and helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 15 | 13 years |
Financial Services Offered
At CREIGHTON CAPITAL MANAGEMENT LLC, we offer a wide range of financial services to cater to the diverse needs of our clients. Our services include:
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Education Planning
Client Types
Our firm serves a variety of clients, including:
- High Net Worth Individuals
- Families
- Institutions
We understand that each client has unique financial needs and goals, and we tailor our services to meet their specific requirements.
Fees & Compensation
CREIGHTON CAPITAL MANAGEMENT LLC is a fee-only firm, which means we do not receive any commissions or fees from third parties for recommending certain investments. Our compensation is solely based on a percentage of assets under management, ensuring our interests are aligned with those of our clients.
Background
The team at CREIGHTON CAPITAL MANAGEMENT LLC is comprised of experienced and highly qualified professionals who are dedicated to helping clients achieve financial success. Our advisors have a diverse background in finance, accounting, and other related fields, allowing us to provide a comprehensive and well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
At CREIGHTON CAPITAL MANAGEMENT LLC, we believe in complete transparency and abide by all disclosure requirements as outlined by the Securities and Exchange Commission (SEC). Some important disclosures to be aware of include:
- We are a Registered Investment Advisor (RIA) with the SEC
- Our advisors are fiduciaries, which means we are required to act in the best interests of our clients at all times
- We have a clean record with no disciplinary actions or legal proceedings
In conclusion, CREIGHTON CAPITAL MANAGEMENT LLC is a trusted financial expert that is committed to helping clients reach their financial goals. With our extensive expertise, personalized approach, and transparent practices, we are confident that we can help our clients achieve the financial success they desire.