RIA Intel›Advisers›Florida›O'SULLIVAN CREEL WEALTH ADVISORS, LLP

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

Advisory

PENSACOLA, FL

Data as of Sep 30, 2011 · Source: SEC Form ADV

Total AUM
$190M
1-Year AUM Growth
+16.1%
3-Year CAGR
+6.2%
Employees
0
Assets Under Management
Total AUM$190M
Discretionary AUM$190M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record29
First FilingSep 12, 2003
Latest FilingSep 30, 2011
🔒 Full AUM trend chart and 29 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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