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| Creativeone Securities LLC
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|---|---|
| CRD # | 152974 |
| SEC # | 801-78158 |
| CIK # | 0001482579 |
| AUM | $1.7 BB (2024-03-15) |
| Employees | 186 (66% Investors, 63% Brokers) |
| Phone | 913-814-6097 |
| Address | 6330 Sprint Parkway, Suite 400 Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,341 | 876.6 |
| (b) Individuals (high net worth individuals) | 3,669 | 802.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 34.4 |
| (n) Other | 0 | 0.0 |
| Total | 22,082 | 1,718.8 |
| By Discretionary | ||
| Discretionary | 22,035 | 1,632.0 |
| Non-Discretionary | 47 | 86.8 |
| Total | 22,082 | 1,718.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,718.8 | |
| Total | 22,082 | 1,718.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advisory Services & Investments LLC
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|
OR | 1.7 |
|
Advocacy Wealth Management LLC
✚
|
GA | 1.7 |
|
Maple Capital Management Inc
✚
|
VT | 1.7 |
|
Revisor Wealth Management LLC
✚
|
OH | 1.7 |
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.7 |
|
United Asset Strategies Inc
✚
|
NY | 1.7 |
|
Catalytic Wealth RIA LLC
✚
|
MA | 1.7 |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Alta Capital Management LLC
✚
|
UT | 1.7 |