Kimberly
Benson
Creative Capital Management Investments LLC
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About this Advisor
Kimberly Benson is a financial advisor based in San Diego, California, working with Creative Capital Management Investments LLC. Kimberly has previously held positions at United Technologies, Creative Capital Management, Inc, and Creative Capital Management, LLC. Kimberly is registered to provide services in California and Texas. Currently, Kimberly is part of Creative Capital Management Investments LLC, which operates out of San Diego, California. The firm has 10 employees and manages assets totaling $586.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Creative Capital Management Investments LLC includes asset-based, hourly, and fixed fees.
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Creative Capital Management Investments LLC Brokerage Details
$586,145,856
10
1,053
$556,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Kimberly Benson Work History
Creative Capital Management, LLC
Creative Capital Management, Inc
United Technologies
Disclosures
Please visit the SEC profile of Kimberly Benson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creative Capital Management Investments LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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