Crane & Associates Wealth Management
Firm details
- Headquarters
- Fullerton, California
- CRD number
- 314432
- Registered since
- July 30, 2021
- Website
- www.doncrane.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.48%
- Pension & Profit Sharing Plans21.26%
- Individuals14.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Crane & Associates Wealth Management is an independent, SEC-registered advisory firm operating as a limited liability company since 2021. The firm serves both individual and family clients as well as institutional clients and combines traditional advisory services—financial planning and portfolio management for individuals, small businesses and institutions—with broker-dealer and insurance brokerage activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Crane & Associates does not identify as an active ESG investor and is not organized as a capital allocator.
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 Funds94%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Alex Crane
DirectorCRD 5005468
Donald Crane
Financial AdvisorCRD 5656373
Todd Crane
Financial AdvisorCRD 5005867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$689M in ETFs
69%
$473M
27%
$216M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $119M | 171,763 | 17.20% |
Location
Fullerton, CA
Orange
Location
Fullerton, CA
Headquartered in Fullerton, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 801 E Chapman Ave
- Time zone
- PT (UTC-8)
- Office locations
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