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Building 2RED CRANE WEALTH MANAGEMENT, LLC

Map pinPALO ALTO, CA
Phone415-316-0982
NotebookSEC #801-129813
Total AUM
$151.6M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA 94306
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-316-0982

ReceiptFinancials

Total AUM
$151.6M
Accounts
441
Discretionary
$151.6M
Accounts
441
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$131M
HNW Individual Clients
60
AUM
$15.6M
Pooled Vehicle Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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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