|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Crawford Gregory Jason
✚
|
|
|---|---|
| CRD # | 134936 |
| SEC # | 801-123570 |
| CIK # | |
| AUM | $165.3 M (2025-02-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 209-571-0111 |
| Address | 3501 Coffee Road, Suite 6 Modesto, CA 95355 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 32.5 |
| (b) Individuals (high net worth individuals) | 41 | 132.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 165.3 |
| By Discretionary | ||
| Discretionary | 376 | 165.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 376 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.3 | |
| Total | 376 | 165.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sage Hill Capital LLC
✚
|
MI | 0.2 |
|
Balanz Advisors LLC
✚
|
FL | 0.2 |
|
Maxele Advisors LLC
✚
|
MO | 0.2 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.2 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.2 |
|
SK Advisor Network LLC
✚
|
TX | 0.2 |
|
Pomona Wealth Management LLC
✚
|
WA | 0.2 |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
Innis Investments LLC
✚
|
0.2 | |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |