$31.6M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
2 Employees
203 ADV. Clients
40 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- PeakCapital matrix
- Established Date
- 09-17-1985
- Office Locations
- 1
Office Locations
699 Bloomfield Ave. Bloomfield CT
About Creative Funding Corporation
Creative Funding Corporation is an independently owned Bloomfield, CT wealth manager providing tailored financial planning and portfolio management for conservative investors. The firm emphasizes institutional investments and ongoing advice with a risk-aware, cost-conscious approach, and works with custodians such as Schwab and Vanguard; established in 1985.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$155.6K AVG AUM / CLIENT
40.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age
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Asset Classes
Fusion
Custodian
North
Investment Themes
Radial alpha Peak quantum Pathway eagle
Investment Vehicles
Atlas
Services
Unison bridge Ridge vertex Element Vertex Element catalyst Focus Oak fusion Horizon
Technology
Beacon Alpha north
Owner & Executives
S
STEVEN ELIOT HYMAN
President
- CRD
- #714439
- Ownership
- 75% or more
(575) 314-4791
pathway.capital@frontiercapital.com
in linkedin.com/in/pathway-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,920,321 | -- |
| Non-Discretionary | $4,656,436 | -- |
| Total | $31,576,757 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,576,757
Equity - OTC:
3.5% Public Funds:
16.8% Equity - Exchange:
18.6% Corporate - Investment Grade:
8.2% Other:
15.6% Cash:
10.4% U.S. Government/Agency:
7.8% Corporate - Non-Investment Grade:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $285,428,976 | 3.5% |
| Public Funds | $1,370,059,087 | 16.8% |
| Equity - Exchange | $1,516,851,132 | 18.6% |
| Corporate - Investment Grade | $668,719,316 | 8.2% |
| Other | $1,272,197,724 | 15.6% |
| Cash | $848,131,816 | 10.4% |
| U.S. Government/Agency | $636,098,862 | 7.8% |
| Corporate - Non-Investment Grade | $1,557,626,700 | 19.1% |
| Total | $8,155,113,613 | 100.0% |