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Bridgecreek Investment Management

EST. AUM
$800,000,000

CONTACTS
1

CLIENT ACCOUNTS
60

Firm Details

Metro area Tulsa
CRD Number 132519
Website bridgecreekinvestment.com
Client types

Overview

Bridgecreek Investment Management, founded in 2004 and headquartered in Tulsa, Oklahoma, is a boutique investment advisory firm specializing in personalized wealth management for high-net-worth individuals, families, corporations, and family foundations across Oklahoma, Texas, Kansas, and Missouri. With over $1 billion in assets under management, Bridgecreek has been recognized as one of the Top 100 Wealth Managers in the United States by Wealth Manager Magazine. In November 2022, the firm was acquired by HUB International, a global insurance brokerage and financial services firm, allowing Bridgecreek to expand its wealth advisory services while maintaining its client-centric approach.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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