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Home > Retirement Planners > delaware > wilmington > CROWLEY WEALTH MANAGEMENT, INC.
CROWLEY WEALTH MANAGEMENT, INC.
3201-B Millcreek Road
Wilmington, Delaware 19808
Tel: 302-994-4700
About CROWLEY WEALTH MANAGEMENT, INC.
CROWLEY WEALTH MANAGEMENT, INC, formally registered with the SEC as CROWLEY WEALTH MANAGEMENT, INC. The firm was established in 04/20/1987. They have over 1 offices throughout the country.
CROWLEY WEALTH MANAGEMENT, INC. is a Wilmington, Delaware based Financial Planning firm with nearly $350,375,743 assets under management, offering retirement planning & investment advisory services to 997 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112368 |
| SEC# | 801-29207 |
| Assets Managed by Firm | $350,375,743 |
| No. of Clients | 997 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 997 | $350,375,743 |
| Individuals (other than high net worth individuals) | 190 | $101,577,402 |
| High net worth individuals | 99 | $248,798,341 |
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