CRATTY & SWANSON ADVISORS L.L.C.

Overview

Cratty & Swanson Advisors L.L.C. is an individually owned limited liability company that combines insurance brokerage with advisory work centered on financial planning, manager selection, and client education. The firm identifies itself as a capital allocator and offers services such as financial planning, selecting other advisers on behalf of clients, and running educational seminars or workshops. Its stated fee approach includes hourly charges and other non-disclosed fee arrangements. Regulatory and operational details reported are sparse: the firm is not described as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The year of SEC registration is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices