Crystal Coast Wealth Advisors LLC
Firm details
- Headquarters
- Cadillac, Michigan
- CRD number
- 336337
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals72.79%
- HNWI27.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crystal Coast Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its billing mixes percentage-of-assets and fixed-fee arrangements. The firm is not designated as a capital allocator, does not identify as an ESG investor, and does not operate as a multi-state or pension consultant adviser. An insurance-company affiliation is listed among the firm’s industry relationships.
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 Funds84%
- Exchange Traded Equities7%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Debora Craig
Registered RepresentativeCRD 4139543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cadillac, MI
Wexford
Location
Cadillac, MI
Headquartered in Cadillac, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Wexford
- Address
- 121 N Mitchell St
- Time zone
- ET (UTC-5)
- Office locations
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