COOL CREEK FINANCIAL

COOL CREEK FINANCIAL is an SEC-registered investment adviser (CRD 323167). Regulatory assets under management: $40.8M.

Registration

• CRD: 323167
• Type: Registered investment adviser
• Phone: 717-989-2935
• Latest filing: 2026-07-20
• Regulatory AUM: $40.8M
• Discretionary AUM: $34.4M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 248

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search