Dave
Straley
3Rd Creek Investments
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About this Advisor
Dave Straley is a financial advisor who works in Incline Village, Nevada who has 11 years of industry experience. Straley is on the advisory team at 3Rd Creek Investments. Their career trajectory has included roles at Dave B. Straley, Cpa and Third Creek Investments, Inc. Straley holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Nevada. 3Rd Creek Investments is a registered investment company headquartered in Incline Village, NV. It controls $112 million in assets under management between its 281 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 281 client accounts, 33% are associated with high-net-worth individuals who have at least $1 million in investable assets. 3Rd Creek Investments provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which service is offered. However, fee types billed by 3Rd Creek Investments most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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3Rd Creek Investments Brokerage Details
$111,637,019
3
281
$397,285
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dave Straley Work History
Dave has been registered as a financial advisor for 11 years.*
Third Creek Investments, Inc
Dave B. Straley, Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dave Straley 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 3Rd Creek Investments
Incline Village, NV
Incline Village, NV
Incline Village, NV
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