CRB Strategic Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 327156
- Website
- www.crbss.com
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.87%
- Individuals33.13%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
CRB Strategic Services LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm charges either a percentage of assets under management or fixed fees and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. FINTRX flags the firm as not active in ESG investing and not registered as a multi-state adviser; it does not identify the firm as a capital allocator or pension consultant.
Assets & Accounts
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 Funds79%
- Cash & Cash Equivalents10%
- Private Funds9%
- Exchange Traded Equities2%
Contacts
1 of 1
Cole Brooks
Financial AdvisorCRD 6241385
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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