CRAWFORD ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 141475
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Crawford Asset Management, LLC is a small, privately owned RIA that concentrates on equity-driven portfolio management for individuals, families and small institutions. The firm favors exchange-traded equities as the primary building block of client portfolios and runs discretionary strategies for the majority of its client base. Its advisory mandate includes ongoing portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and pension consulting services, delivered under a fee model that combines a percentage-of-AUM charge with hourly billing for certain engagements. The firm is not positioned as an ESG-focused manager and operates as a single-state adviser.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1MARK CRAWFORD
OwnerCRD 1103829
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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