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Creekside Partners Logo
Creekside Partners CB Rank
1562395
Heat Score
57
Creekside Partners specializes in investment management and advisory services on retirement, tax and insurance planning.
Founded
obfuscation
Private Petaluma, California, United States1-10 creeksidepartners.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Creekside Partners
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Creekside Partners

CB Rank
1562395
Creekside Partners specializes in investment management and advisory services on retirement, tax and insurance planning.
Founded
obfuscation
Private Petaluma, California, United States1-10 creeksidepartners.com/
Advice
Finance
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-707-769-7820
Contact Email info@creeksidepartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment and Financial Management
Provides personalized financial planning and investment management tailored to clients' life events and goals, focusing on risk control and return optimization.
Municipal Bond Investment Advisory
Focuses on investing in California municipal bonds and state tax-free Treasuries to provide low-risk, tax-advantaged income streams.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News
Technology
View Tech Report

IT Spend

$193.6KThis year, Creekside Partners is projected to spend $193.6K on IT, according to Aberdeen.

Active Website Tech Count

3Creekside Partners is actively using 3 technologies for its website, according to BuiltWith. These include Euro.
Sub-Organizations
Frequently Asked Questions

Where is Creekside Partners's headquarters? Creekside Partners is located in Petaluma, California, United States.Who are Creekside Partners's competitors? Alternatives and possible competitors to Creekside Partners may include HighTower Advisors, Creative Planning, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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