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Building 2CROAK CAPITAL

Map pinTOLEDO, OH
Phone419-464-7000
NotebookSEC #801-126464
Total AUM
$363.9M
Employees
6
Clients
784

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
432 N SUPERIOR ST.
TOLEDO
OH 43604
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
419-464-7000

ReceiptFinancials

Total AUM
$363.9M
Accounts
2,079
Discretionary
$363.8M
Accounts
2,072
Non-Discretionary
$170K
Accounts
7

ContactClients

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Individual Clients
690
AUM
$170.9M
HNW Individual Clients
90
AUM
$173.1M
Charitable Organization Clients
3
AUM
$10.5M
Corporation or Business Clients
1
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINLAMINCOHTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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