CRR Wealth Management
Firm details
- Headquarters
- Wakefield, Massachusetts
- CRD number
- 174155
- Website
- www.crrcpa.com
- Fee structure
- Other
Firm profile
FINTRXOverview
CRR Wealth Management is organized as a limited liability company and is individually owned. The firm is classified as an institutional registered investment adviser and is state-registered in Massachusetts. Its public profile lists a non-standard fee arrangement (categorized as "Other") and indicates it is not a multi-state adviser and is not newly formed. The firm does not identify as a capital allocator, does not position itself as an active ESG investor, and does not act as a pension consultant or maintain a related adviser. CRR Wealth Management lists an affiliation with accounting professionals as part of its industry relationships.
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
Location
Wakefield, MA
Middlesex
Location
Wakefield, MA
Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 545 Salem St
- Time zone
- ET (UTC-5)
- Office locations
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