CRANE & ASSOCIATES WEALTH MANAGEMENT

801 E. Chapman Ave
Suite 104
Fullerton, California 92831
Tel: 714-525-4445

About CRANE & ASSOCIATES WEALTH MANAGEMENT

CRANE & ASSOCIATES WEALTH MANAGEMENT, formally registered with the SEC as CRANE & ASSOCIATES WEALTH MANAGEMENT. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

CRANE & ASSOCIATES WEALTH MANAGEMENT is a Fullerton, California based Financial Planning firm with nearly $645,493,379 assets under management, offering retirement planning & investment advisory services to 819 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314432
SEC#	801-121979
Assets Managed by Firm	$645,493,379
No. of Clients	819
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	819	$645,493,379
Individuals (other than high net worth individuals)	181	$116,000,327
High net worth individuals	182	$391,356,519
Pension and profit sharing plans	1	$138,136,533

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