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Creative Resources Investment Advisors LLC (Warwick)


Creative Resources Investment Advisors LLC is an adviser based in Warwick. It manages $34.38 million of regulatory assets for 372 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, New Hampshire, and Rhode Island.




Creative Resources Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Creative Resources Investment Advisors: assets under management

The assets under management (AUM) of Creative Resources Investment Advisors LLC is $34.38 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.11 million in discretionary accounts and $1.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $126.12 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Creative Resources Investment Advisors LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Warwick

The principal office where Creative Resources Investment Advisors LLC performs its advisory services is located at 250 F Centerville Road, Warwick, RI 02886, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-738-0070 or by fax 401-732-8512. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday.


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