Crockett Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 322684
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.35%
- Individuals30.48%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Crockett Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients as well as institutional accounts. The firm combines advisory services with insurance brokerage, offering financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. Its client billing mixes percentage-of-AUM fees with fixed fees. FINTRX classifies the adviser as preferring equity exposures and not as an active ESG investor.
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 Equities54%
- Investment Grade Corp Bonds38%
- State & Local Bonds7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Sterling Crockett
PresidentCRD 4785611
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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