$40.8M Total AUM
$34.4M Disc. AUM
-- 3Y CAGR
1 Employees
111 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 09-26-2022
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Cool Creek Financial
Cool Creek Financial is a Lancaster-based RIA. The firm has been operating for 3 years. Managing $40.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$40.8M AVG AUM / ADVISOR
$367.6K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Alpha Summit signal Optima
CRM
Summit pioneer
Custodian
Prime
Investment Themes
Insight matrix Ridge Matrix Foundation vector
Investment Vehicles
Unison
Services
North delta Vital capital Signal Ember horizon Beacon Matrix north Atlas
Technology
Prime
Owner & Executives
STEVEN PATRICK MAHER
Chief Compliance Officer, Owner, President
- CRD
- #6094987
- Ownership
- 75% or more
(872) 363-7407
vital.zenith@oakcapital.com
in linkedin.com/in/ember-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,402,706 | -- |
| Non-Discretionary | $6,399,050 | -- |
| Total | $40,801,756 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,801,756
Equity - Exchange:
14.7% Public Funds:
31.7% Corporate - Investment Grade:
24.6% Municipal Bonds:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $825,809,503 | 14.7% |
| Public Funds | $1,780,827,296 | 31.7% |
| Corporate - Investment Grade | $1,381,966,923 | 24.6% |
| Municipal Bonds | $1,629,147,999 | 29.0% |
| Total | $5,617,751,721 | 100.0% |