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 registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional clients, combining advisory services with broker-dealer and insurance-broker activities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The adviser is not positioned as a capital allocator or an active ESG investor and is registered as a single-state adviser.
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 4ALEX CRANE
DirectorCRD 5005468
DONALD CRANE
Financial AdvisorCRD 5656373
TODD CRANE
Financial AdvisorCRD 5005867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$664M in ETFs
68%
$449M
28%
$214M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $111M | 172,623 | 16.77% |
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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