Company Information

Get to know Creative Capital Management Investments LLC (CCMI)

Founded in 1998, Creative Capital Management Investments LLC (CCMI) is a San Diego-based Registered Investment Advisor (RIA) firm. Operating on a fee-only basis, the firm acts as a fiduciary for its clients, which include individuals, families, trusts, and small businesses. CCMI specializes in creating customized financial plans and managing investment portfolios, with a focus on long-term wealth accumulation, retirement planning, tax strategies, and estate planning. Their mission is to provide objective, expert financial guidance to help clients achieve their financial goals and secure their future.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Creative Capital Management Investments LLC (CCMI)

United States

Founded in

1975 (51 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.