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CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

Doing business as CREEKSIDE PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$553,388,044
Discretionary
$553,388,044
Non-discretionary
$0

Firm details

CRD number
125401
SEC file number
801-68879
Main office
PETALUMA, CA, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.