CRD: 116962
Creative Financial Strategies, Inc.
$293.3K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-02-1995
- Office Locations
- 1
Office Locations
101 Cottage Street Littleton NH
About Creative Financial Strategies, Inc.
Creative Financial Strategies, Inc. is a Littleton-based RIA. The firm has been operating for 30 years. Managing $293.3K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
71 AVG AGE
$293.3K AVG AUM / ADVISOR
$26.7K AVG AUM / CLIENT
30.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KEVIN MICHAEL OBRIEN
Founder, President
- CRD
- #815716
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $293,250 | -- |
| Total | $293,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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