Overview
Assets Under Management: $300 million
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,027
Discretionary Accounts: 2,017
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 297666
Filing ID: 1965055
Last Filing Date: 2025-03-27 12:42:00
Website: https://croakcapital.com