Canyon Creek Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 316378
- Website
- canyoncreekinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI38.33%
- Charitable Organizations32.44%
- Individuals29.07%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Canyon Creek Investment Advisors is an independently owned RIA organized as an LLC that serves individual and family clients. The firm offers financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements include a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements. Canyon Creek identifies as a single-state adviser, does not market itself as an ESG investor, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- US Government Bonds19%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
2 of 2
Lisa Isaacson
Senior Wealth AdvisorCRD 6529149
Brian Fraser
FounderCRD 5713121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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