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Building 2CRAWFORD FINANCIAL PLANNING & CONSULTING

Map pinMODESTO, CA
Phone209-571-0111
NotebookSEC #801-123570
Total AUM
$171.6M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3501 COFFEE ROAD, SUITE 6
MODESTO
CA 95355
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
209-571-0111

ReceiptFinancials

Total AUM
$171.6M
Accounts
378
Discretionary
$171.6M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$35.4M
HNW Individual Clients
43
AUM
$136.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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