CREAND MANAGEMENT

777 Brickell Avenue
Suite 1201
Miami, Florida 33131
Tel: 305-358-8844

About CREAND MANAGEMENT

CREAND MANAGEMENT, formally registered with the SEC as CREAND MANAGEMENT. The firm was established in 10/13/2015. They have over 1 offices throughout the country.

CREAND MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $508,302,111 assets under management, offering retirement planning & investment advisory services to 138 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154894
SEC#	801-106772
Assets Managed by Firm	$508,302,111
No. of Clients	138
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (12B-1 FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (GENERAL ECONOMIC ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	138	$508,302,111
High net worth individuals	137	$467,803,866

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