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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Unison optimaSignal
- Established Date
- 12-10-2021
- Office Locations
- 2
Office Locations
About Canyon Creek Investment Advisors
Canyon Creek Investment Advisors is a fee-only, fiduciary RIA providing holistic wealth management for individuals and families, integrating tax strategy, retirement planning, and legacy goals with disciplined, evidence-based portfolio management focused on long-term growth and risk management. The firm positions advice as accessible regardless of net worth and operates on platforms including Charles Schwab and Interactive Brokers.
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Owner & Executives
BRIAN FRANCIS FRASER
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #5713121
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LISA MARIE ISAACSON
Managing Partner
- CRD
- #6529149
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,736,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,736,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,736,200
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $142,811,905 | 22.6% |
| U.S. Government/Agency | $147,235,283 | 23.3% |
| Cash | $161,137,326 | 25.5% |
| Equity - Exchange | $180,726,570 | 28.6% |
| Total | $631,911,084 | 100.0% |