301 E Colorado Blvd
Suite 800
Pasadena, California 91101-1911
Tel: 626-795-7300
FLAHERTY & CRUMRINE INCORPORATED, formally registered with the SEC as FLAHERTY & CRUMRINE INCORPORATED. The firm was established in 07/21/1983. They have over 2 offices throughout the country.
FLAHERTY & CRUMRINE INCORPORATED is a Pasadena, California based Financial Planning firm with nearly $3,902,574,340 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105499 |
SEC# | 801-19384 |
Assets Managed by Firm | $3,902,574,340 |
No. of Clients | 17 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17 | $3,902,574,340 |
Charitable organizations | Fewer than 5 clients | $3,096,163 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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