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CRAWFORD FINANCIAL PLANNING & CONSULTING
3501 Coffee Road, Suite 6
Modesto, California 95355
Tel: 209-571-0111
About CRAWFORD FINANCIAL PLANNING & CONSULTING
CRAWFORD FINANCIAL PLANNING & CONSULTING, formally registered with the SEC as CRAWFORD FINANCIAL PLANNING & CONSULTING. The firm was established in 03/31/2022. They have over 1 offices throughout the country.
CRAWFORD FINANCIAL PLANNING & CONSULTING is a Modesto, California based Financial Planning firm with nearly $165,293,125 assets under management, offering retirement planning & investment advisory services to 376 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134936 |
| SEC# | 801-123570 |
| Assets Managed by Firm | $165,293,125 |
| No. of Clients | 376 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 376 | $165,293,125 |
| Individuals (other than high net worth individuals) | 100 | $32,541,844 |
| High net worth individuals | 41 | $132,751,281 |
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