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Creative Financial Strategies Inc.
CREATIVE FINANCIAL STRATEGIES, INC. is an SEC-registered investment adviser in Littleton, NH. The firm manages approximately $293,250 in regulatory assets.
Creative Financial Strategies Inc.
CREATIVE FINANCIAL STRATEGIES, INC. is an SEC-registered investment adviser in Littleton, NH. The firm manages approximately $293,250 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Creative Financial Strategies Inc.?
The specific individuals responsible for investment decisions are not publicly named. As an RIA, the firm likely has a registered investment advisor representative or principal, but no names appear in public records or the firm's own communications.
Is Creative Financial Strategies Inc. a single family office or an RIA?
The firm is registered as an RIA, which may serve multiple clients or manage a single family's wealth. Without further disclosure, its precise structure cannot be confirmed as a single or multi-family office.
What investment stages does Creative Financial Strategies Inc. target?
No target investment stages are publicly documented. The firm's focus likely aligns with traditional financial planning and portfolio management for individuals, not direct venture or private equity.
How is Creative Financial Strategies Inc. related to other entities?
No known affiliations, spinouts, or parent companies have been identified in public sources. The firm appears to operate independently without disclosed related vehicles.
Where does the underlying wealth come from for Creative Financial Strategies Inc.?
The origin of wealth managed by Creative Financial Strategies Inc. is not publicly disclosed. The source may be attributed to the principals' business earnings or client assets, but no specific information is available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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