Craig Family Office

RIAState Registered
Total AUM
$54M
Discretionary
$54M
100% of AUM
Avg account
$5.4M
Accounts
10
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 40%, State & Local Bonds 5%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities40%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Paul Craig

    Founder and Chief Compliance Officer (CCO)CRD 7633242

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth