Overview
Assets Under Management: $165 million
Headquarters: MODESTO, CA
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
CRAWFORD, GREGORY JASON is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134936), CRAWFORD, GREGORY JASON is subject to fiduciary duty under federal law.
CRAWFORD, GREGORY JASON is headquartered in MODESTO, CA.
CRAWFORD, GREGORY JASON serves 41 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, CRAWFORD, GREGORY JASON offers financial planning and portfolio management for individuals. View all service details ↓
CRAWFORD, GREGORY JASON manages $165 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, CRAWFORD, GREGORY JASON serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 134936
Last Filing Date: 2025-02-21 00:00:00
Website: https://crawfordfp.com