TrueAdvisor
TrueAdvisor
PJ
PJ

Pamela Janysek

Capital Creek Partners
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
Capital Creek Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee

Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Creek Partners
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Luther King Capital Management Corporation
January 2022 - November 2022 · 10 mos
Avalon Investment & Advisory
March 2015 - January 2022 · 6 yrs 10 mos
Avalon Wealth Management LLCBroker
November 2014 - January 2022 · 7 yrs 2 mos
Sagepoint Financial, INC.Broker
January 2013 - April 2013 · 3 mos
Vsr Financial Services, INC.Broker
October 2012 - January 2013 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.