Overview
Assets Under Management: $809 million
Headquarters: FULLERTON, CA
High-Net-Worth Clients: 3
Average Client Assets: $173 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.10
Average High-Net-Worth Client Assets: $173 million
Total Client Accounts: 984
Discretionary Accounts: 983
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 314432
Filing ID: 2008848
Last Filing Date: 2025-08-11 13:15:00
Website: https://doncrane.com