S
$50.8M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS · Goldman Sachs · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
-- NEW York NY
About Summer Creek Wealth Management, LLC
Summer Creek Wealth Management, LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $50.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs.
Team overview
51 AVG AGE
$50.8M AVG AUM / ADVISOR
$995.5K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JENNIFER LAUREN BROWN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2919751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,072,501 | $1,021,888 |
| Non-Discretionary | $695,692 | $347,846 |
| Total | $50,768,193 | $995,455 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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