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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