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Building 2CRANE & ASSOCIATES WEALTH MANAGEMENT

Map pinFULLERTON, CA
Phone714-525-4445
NotebookSEC #801-121979
Total AUM
$934.6M
Employees
12
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 E. CHAPMAN AVE
SUITE 104
FULLERTON
CA 92831
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
714-525-4445

ReceiptFinancials

Total AUM
$934.6M
Accounts
1,048
Discretionary
$736M
Accounts
1,047
Non-Discretionary
$198.7M
Accounts
1

ContactClients

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Individual Clients
219
AUM
$133.3M
HNW Individual Clients
248
AUM
$602.7M
Pension/Profit Sharing Plan Clients
1
AUM
$198.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNVTXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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