S
$2.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2015
- Office Locations
- 1
Office Locations
-- Springfield IL
About Salt Creek Hills Money, Ltd.
Salt Creek Hills Money, Ltd. is a Springfield-based RIA. The firm has been operating for 11 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Axos.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$296.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
W
WALTER IRVING LYNN
President
- CRD
- #5492800
- Ownership
- 75% or more
Available
Available
Available
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No contact records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,669,679 | -- |
| Total | $2,669,679 | -- |
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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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