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FLAHERTY & CRUMRINE INCORPORATED

301 E Colorado Blvd
Suite 800
Pasadena, California 91101-1911
Tel: 626-795-7300

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About FLAHERTY & CRUMRINE INCORPORATED

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.

Firm Information

SEC Current StatusApproved
Firm CRD#105499
SEC#801-19384
Assets Managed by Firm$3,902,574,340
No. of Clients17
No. of Advisors13

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total17$3,902,574,340
Charitable organizationsFewer than 5 clients$3,096,163

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