Crane & Associates Wealth Management
Firm details
- Headquarters
- Fullerton, California
- CRD number
- 314432
- Registered since
- July 30, 2021
- Website
- www.doncrane.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.48%
- Pension & Profit Sharing Plans21.26%
- Individuals14.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Crane & Associates Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2021. The firm serves both individual/family and institutional clients and offers a mix of financial planning and portfolio management services spanning households, small businesses, and larger institutions, along with pension consulting. It also operates broker-dealer and insurance broker businesses alongside its advisory practice. The firm charges a blend of percentage-of-AUM fees and flat or hourly fees, reflecting a flexible billing approach for different client relationships. Crane & Associates does not identify as an active ESG investor in its disclosures.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Donald Crane
Financial AdvisorCRD 5656373
Todd Crane
Financial AdvisorCRD 5005867
Donald Crane
Founder & PresidentCRD 1228564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$700M in ETFs
69%
$481M
27%
$219M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $122M | 171,383 | 17.45% |
Location
Fullerton, CA
Orange
Location
Fullerton, CA
Headquartered in Fullerton, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 801 E Chapman Ave
- Time zone
- PT (UTC-8)
- Office locations
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