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Creative Resources Investment Advisors LLC

Headquartered in CRANSTON, RI

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Firm Information

Creative Resources Investment Advisors LLC is a financial advisor with 5 investment advisory professionals. The firm manages $15,611,613 in total assets, of which $7,430,107 is managed on a discretionary basis and $8,181,506 is managed on a non-discretionary basis. They provide financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves high-net-worth individuals (11 clients with $10,446,308 in assets under management) and individuals other than high-net-worth (53 clients with $5,165,305 in assets under management).

Creative Resources Investment Advisors LLC

$15.61M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

CREATIVE RESOURCES INVESTMENT ADVISORS LLC has a total of 6 branch locations across the country.
location

DES MOINES, IA

location

CHICAGO, IL

location

CRANSTON, RI

location

NAPLES, FL

location

Austin, TX

location

Estero, FL

Advisors at Creative Resources Investment Advisors LLC

View All 4 Advisors
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Bradford Dale Szczecinski

RA

CHICAGO, IL

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Theodore Richard Augustyniak

RA

CHICAGO, IL

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Armand Christopher Spaziano

CFA®, RA

CRANSTON, RI

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Charles King

RA

Austin, TX

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Daniel Alan Natoli

RA

Estero, FL

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Disclosures

There are no public disclosures for Creative Resources Investment Advisors LLC.

Frequently Asked Questions (6)

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