Craig Family Office
Firm details
- Headquarters
- ,
- CRD number
- 323358
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.15%
- Individuals1.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Craig Family Office operates as a limited liability company incorporated in Washington state and organized as a domestic entity. The firm provides financial planning and portfolio management services aimed at individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and via hourly billing. The firm identifies as an active ESG investor and reports an equities preference; it does not present itself as a capital allocator and is not structured as a multi-state adviser or 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
, null
Location
, null
Headquartered in , null.
- Office locations
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