Craig Family Office
Firm details
- Headquarters
- ,
- CRD number
- 323358
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.45%
- Individuals4.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Craig Family Office operates as a single-family office-style advisory LLC focused on financial planning and portfolio management for individuals and small businesses. The firm reports an equity-forward orientation, identifying exchange-traded equities as its primary asset focus, and describes itself as an active ESG investor, which suggests environmental, social and governance factors are integrated into security selection or manager due diligence. Fee arrangements combine a percentage of assets under management with hourly advisory charges. The firm’s structure and name indicate a family-office approach to wealth oversight, emphasizing personalized investment oversight rather than a mass-market advisory model.
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 Equities50%
- Non-Exchange Traded Equities40%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Paul Craig
Founder and Chief Compliance Officer (CCO)CRD 7633242
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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