Craig Family Office
RIASEC Registered
Total AUM
$22M
Discretionary
$22M
100% of AUM
Avg account
$2.4M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323358
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.45%
- Individuals4.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Craig Family Office is organized as a limited liability company that operates with a family-office posture while offering registered advisory services. Its declared advisory activities are financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees. It identifies as an active ESG investor, and does not list itself as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Non-Exchange Traded Equities40%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Paul Craig
Founder and Chief Compliance Officer (CCO)CRD 7633242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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