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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- BeaconFusion delta
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Cocreate Financial
Co-Create Financial is a Bozeman, MT wealth and investment planning firm serving individuals and families (business owners, professionals, retirees, and inheritors) with account consolidation, retirement and estate planning, real estate review, and charitable giving strategies. Portfolios are built largely with ETFs and public funds. The team also advises charities and other institutional investors on financial policies and planned giving, and offers limited pro bono support to select nonprofits.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTA SUZANNE HUDAK
Financial Advisor, Managing Member
- CRD
- #6610450
- Ownership
- 50% but less than 75%
MATTHEW NICHOLAS HUDAK
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #6206300
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Emma Grace Shaw
--
- CRD
- #8130184
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,669,061 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,669,061 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,669,061
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,476,834 | 30.1% |
| Public Funds | $879,718,351 | 42.2% |
| Cash | $577,445,458 | 27.7% |
| Total | $2,084,640,643 | 100.0% |