CREATIVE FUNDING CORPORATION

Overview

Creative Funding Corporation is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm combines advisory services with insurance brokerage, offering fee arrangements that include a percentage of assets under management and hourly charges. Its advisory work spans financial planning, portfolio management for individuals and small businesses, pension consulting, the production of periodicals or newsletters, and educational seminars or workshops. Investment activity shows a clear tilt toward equities, with non-exchange-traded equity positions representing the single largest asset category. The firm does not identify as an ESG-focused investor and operates as a single-state adviser. Creative Funding Corporation is not positioned as a capital allocator to external managers in a multi-adviser capacity.

Assets & Accounts

Investments & Alternatives

Location & Offices