Overview
Assets Under Management: $165 million
Headquarters: MODESTO, CA
High-Net-Worth Clients: 41
Average Client Assets: $3 million
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