C
CRD: 311923
Capo Creek Financial Solutions
SAN Clemente, CA, 92673
9494337768
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
0 Employees
1 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
26 VIA Adrian SAN Clemente CA
About Capo Creek Financial Solutions
Capo Creek Financial Solutions is a SAN Clemente-based RIA. The firm has been operating for 5 years. Managing $9.0M in total assets under management, They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
1.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
P
Pierre Jacques Gendreau
President
- CRD
- #4335205
- Ownership
- 75% or more
(216) 568-8030
insight.glacier@embercapital.com
in linkedin.com/in/crest-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,579,315,690 | 100.0% |
| Total | $3,579,315,690 | 100.0% |