CRAWFORD ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$86M
Discretionary
$86M
100% of AUM
Avg account
$559K
Accounts
154
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
141475
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Crawford Asset Management, LLC is a small, privately owned RIA that concentrates on equity-driven portfolio management for individuals, families and small institutions. The firm favors exchange-traded equities as the primary building block of client portfolios and runs discretionary strategies for the majority of its client base. Its advisory mandate includes ongoing portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and pension consulting services, delivered under a fee model that combines a percentage-of-AUM charge with hourly billing for certain engagements. The firm is not positioned as an ESG-focused manager and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • MARK CRAWFORD

    OwnerCRD 1103829

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth