|
⚲
|
| R S Crum Inc
✚
| |
|---|---|
| CRD # | 158621 |
| SEC # | 801-72672 |
| CIK # | |
| AUM | $586.2 MM (2024-03-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 949-428-9696 |
| Address | 4 Upper Newport Plaza Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 65.6 |
| (b) Individuals (high net worth individuals) | 155 | 519.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 586.2 |
| By Discretionary | ||
| Discretionary | 905 | 574.8 |
| Non-Discretionary | 33 | 11.4 |
| Total | 938 | 586.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 586.2 | |
| Total | 938 | 586.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kraft Davis & Associates LLC
✚
|
MO | 0.6 |
|
Palo Alto Wealth Advisors LLC
✚
|
CA | 0.6 |
|
Provident Wealth Management LLC
✚
|
TN | 0.6 |
|
Drucker Wealth 30 LLC
✚
|
NJ | 0.6 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.6 |
|
BCM Advisors LLC
✚
|
LA | 0.6 |
|
Disciplined Investors LLC
✚
|
TX | 0.6 |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.6 |
|
Integris Wealth Management LLC
✚
|
CA | 0.6 |
|
Sa Mason LLC
✚
|
MI | 0.6 |