Creedon, Keller & Partners, Inc. is a large advisory firm based in Sausalito. It manages $234.67 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Nevada, and New York.
Creedon, Keller & Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Creedon, Keller & Partners, Inc. is $234.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Creedon, Keller & Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Channing Creedon has been acting as President since 1 Mar 2005. Eric Andrew Severance joined the executive team most recently as the Cfo, Chief Compliance Officer.
The principal office where Creedon, Keller & Partners, Inc. performs its advisory services is located at 123 Second Street, Sausalito, CA 94965, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-332-0111 or by fax 415-332-7811. The normal business hours are 6:00 am-3:00 pm on Monday - Friday.