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CROAK CAPITAL
432 N Superior St.
Toledo, Ohio 43604
Tel: 419-464-7000
About CROAK CAPITAL
CROAK CAPITAL, formally registered with the SEC as CROAK CAPITAL. The firm was established in 08/31/2022. They have over 1 offices throughout the country.
CROAK CAPITAL is a Toledo, Ohio based Financial Planning firm with nearly $213,129,136 assets under management, offering retirement planning & investment advisory services to 1881 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297666 |
| SEC# | 801-126464 |
| Assets Managed by Firm | $213,129,136 |
| No. of Clients | 1881 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1881 | $213,129,136 |
| Individuals (other than high net worth individuals) | 735 | $103,567,316 |
| High net worth individuals | 64 | $103,483,052 |
| Charitable organizations | 1 | $5,591,061 |
| Corporations or other businesses | 1 | $487,707 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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| $54,569,476,420 | 741 | 48 | |
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