CROMWELL FUNDS

810 Gleneagles Court
Suite 106
Baltimore, Maryland 21286
Tel: 888-844-4110

About CROMWELL FUNDS

CROMWELL FUNDS, formally registered with the SEC as CROMWELL FUNDS. The firm was established in 10/27/2021. They have over 1 offices throughout the country.

CROMWELL FUNDS is a Baltimore, Maryland based Financial Planning firm with nearly $460,178,281 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314411
SEC#	801-122554
Assets Managed by Firm	$460,178,281
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$460,178,281

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