$21.9M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- WaveGlacier
- Established Date
- 04-26-2018
- Office Locations
- 1
Office Locations
-- Bensalem PA
About Neshaminy Creek Advisors
Neshaminy Creek Advisors is a boutique, founder-led RIA serving individuals and families, with dedicated outreach to firefighters (“firehouses”). The firm provides holistic financial planning plus tax, estate, insurance, and business-succession guidance, and builds portfolios with an active, asset-allocation approach implemented primarily with ETFs (and select funds/annuities). Custodied at Schwab and LPL.
Team overview
52 AVG AGE
$21.9M AVG AUM / ADVISOR
$200.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Ember Ridge fusion
Client Personas
Zenith
Investment Themes
Oak zenith Bridge Atlas wave Quantum unison
Investment Vehicles
Unison
Platform
Capital
Services
Zenith summit Bridge Meridian Crest Fusion Vital signal
Technology
Focus Fusion optima
Owner & Executives
PATRICK FRANCIS CLARK
Chief Compliance Officer, Founder, President
- CRD
- #2394596
- Ownership
- 75% or more
(223) 787-9515
element.foundation@oakcapital.com
in linkedin.com/in/wave-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,939,138 | -- |
| Non-Discretionary | $930,835 | -- |
| Total | $21,869,973 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,869,973
Public Funds:
23.2% Cash:
24.8% Equity - Exchange:
26.8% U.S. Government/Agency:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,336,333,992 | 23.2% |
| Cash | $1,428,494,957 | 24.8% |
| Equity - Exchange | $1,543,696,163 | 26.8% |
| U.S. Government/Agency | $1,451,535,199 | 25.2% |
| Total | $5,760,060,311 | 100.0% |