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Spring Creek Investment Advisors, Inc. (Newtonville)


Spring Creek Investment Advisors, Inc. is an adviser based in Newtonville. It manages $8.04 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003.

Spring Creek Investment Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spring Creek Investment Advisors: assets under management

The assets under management (AUM) of Spring Creek Investment Advisors, Inc. is $8.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spring Creek Investment Advisors, 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.

Based in Newtonville

The principal office where Spring Creek Investment Advisors, Inc. performs its advisory services is located at 46 Austin Street, Suite 301, Newtonville, MA 02460, 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 617-431-4457 or by fax 617-431-4457. The normal business hours are 9:00am to 4:15pm on Monday - Friday.


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