|
⚲
|
| Crawford Gregory Jason
✚
| |
|---|---|
| CRD # | 134936 |
| SEC # | 801-123570 |
| CIK # | |
| AUM | $132.3 MM (2024-03-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 209-571-0111 |
| Address | 3501 Coffee Road, Suite 6 Modesto, CA 95355 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 40.0 |
| (b) Individuals (high net worth individuals) | 33 | 92.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 383 | 132.3 |
| By Discretionary | ||
| Discretionary | 383 | 132.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 383 | 132.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.3 | |
| Total | 383 | 132.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Provident Financial Planning LLC
✚
|
TX | 0.1 |
|
Burgess Investment Management and Research Inc
✚
|
0.1 | |
|
Goverman Financial Solutions LLC
✚
|
MA | 0.1 |
|
Steward Advisors LLC
✚
|
IL | 0.1 |
|
Fairscale Capital LLC
✚
|
NH | 0.1 |
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |
|
Gilbert Capital Group Inc
✚
|
ME | 0.1 |
|
ADCM LLC
✚
|
MA | 0.1 |
|
Wisdom Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Legacy Advisory Services LLC
✚
|
PA | 0.1 |