CRF Financial Group

RIASEC RegisteredEst. 2011
Total AUM
$279M
Discretionary
$0
0% of AUM
Avg account
$7.6M
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
Indianapolis, Indiana
CRD number
127388
Registered since
January 7, 2011
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CRF Financial Group is a corporation registered with the SEC in 2011 that operates as an institutional registered investment adviser. The firm is individually owned and serves institutional clients, charging fees as a percentage of assets under management. Its principal advisory activity is portfolio management for pooled investment vehicles. CRF does not describe itself as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The firm is also registered as a municipal advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Curt Fritsch

    PresidentCRD 1302771

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
9247 N Meridian St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth