Bear Creek Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
139941
Registered since
August 1, 2006

Firm profile

FINTRX

Overview

Bear Creek Securities LLC is an SEC-registered limited liability company first registered in 2006. Public filings characterize the firm as "Unclassified" and identify ownership as a mix of a domestic entity and an individual. The available data indicate the firm does not act as a capital allocator and is not positioned as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm has provided very limited public detail about its business activities, advisory services, client segments, or fee arrangements, so there is little on record about its client-facing strategy or investment orientation.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • David Silver

    David Silver

    Managing DirectorCRD 6060455

  • Kevin Tulk

    Kevin Tulk

    Managing DirectorCRD 4544560

  • Shawn Oneal

    Managing DirectorCRD 1651154

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1200 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth