Creative Resources Investment Advisors LLC

RIASEC Registered

Total AUM

$16.7M

Discretionary

$11.9M

71% of AUM

Avg account

$192K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cranston, Rhode Island
CRD number: 110484
Website: www.criadvisors.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI82.25%
Individuals17.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Creative Resources Investment Advisors LLC is an independent, owner-operated RIA that serves individuals and families on a fee‑based percentage-of-AUM model. The firm combines financial planning and portfolio management for individuals, small businesses, and institutions with broker‑dealer insurance activity; it also engages in selection of other advisers and provides pension consulting services. FINTRX classifies the firm as a capital allocator, and its industry roles include acting as an insurance company sponsor and participating as a general partner or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor.