Crouch Investment Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 282106
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.43%
- Individuals29.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crouch Investment Group, Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm bills on a percentage-of-assets-under-management basis and does not identify itself as an active ESG investor. The snapshot of its services lists financial planning and portfolio management as the principal advisory activities; it is not classified as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
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
- Other80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Contacts
2 of 2Jean Crouch
TreasurerCRD 5890887

Robert Crouch
PresidentCRD 2879463
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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