C
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2022
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Creativevest INC
Creativevest INC is a Charlotte-based RIA. The firm has been operating for 3 years. Managing $12.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$286.9K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JUSTIN SAFFEL
Chief Compliance Officer, President
- CRD
- #7645780
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,335,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,335,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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