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Building 2RS CRUM INC.

Map pinNEWPORT BEACH, CA
Phone949-428-9696
NotebookSEC #801-72672
Total AUM
$720.7M
Employees
9
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 UPPER NEWPORT PLAZA DRIVE
SUITE 201
NEWPORT BEACH
CA 92660
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
949-428-9696

ReceiptFinancials

Total AUM
$720.7M
Accounts
971
Discretionary
$702.2M
Accounts
941
Non-Discretionary
$18.5M
Accounts
30

ContactClients

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Individual Clients
142
AUM
$55M
HNW Individual Clients
186
AUM
$665.6M
Charitable Organization Clients
4
AUM
$78.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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