Springcreek Advisors, LLC is a large advisory firm based in Corte Madera. It manages $354.03 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Springcreek Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Springcreek Advisors, LLC is $354.03 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Springcreek Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
The principal office where Springcreek Advisors, LLC performs its advisory services is located at 770 Tamalpais Drive, Corte Madera, CA 94925, 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 415-945-7050 or by fax 415-945-1385. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.