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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Creativeone Securities LLC
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| CRD # | 152974 |
| SEC # | 801-78158 |
| CIK # | 0001482579 |
| AUM | $2.1 B (2025-03-17) |
| Employees | 199 (66% Investors, 62% Brokers) |
| Phone | 913-814-6097 |
| Address | 6330 Sprint Parkway, Suite 400 Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,966 | 1.5 |
| (b) Individuals (high net worth individuals) | 282 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 58 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 11,317 | 2.1 |
| By Discretionary | ||
| Discretionary | 11,270 | 2.0 |
| Non-Discretionary | 47 | 0.1 |
| Total | 11,317 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 11,317 | 2.1 |
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|---|---|---|
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Washington Crossing Advisors LLC
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NJ | 2.1 |
|
DDD Partners LLC
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WA | 2.1 |
|
Warwick Investment Management Inc
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TX | 2.1 |
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Bridgewater Advisors Inc
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NY | 2.1 |
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CornerStone Investment Partners LLC
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GA | 2.1 |
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Ausdal Financial Partners Inc
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IA | 2.1 |
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RKL Wealth Management LLC
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PA | 2.1 |
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Relyea Zuckerberg Hanson LLC
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CT | 2.1 |
|
Bristlecone Advisors LLC
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|
WA | 2.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 2.1 |