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 that specializes in portfolio management for pooled investment vehicles. Founded in 2011, the firm caters primarily to institutional clients, employing a fee structure based on a percentage of assets under management. While the firm is not classified as a capital allocator and does not engage in pension consulting, it is recognized as a registered municipal advisor. The firm does not actively pursue ESG investments, focusing instead on traditional investment strategies.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Contacts

1 of 1
  • CURT FRITSCH

    PresidentCRD 1302771

Wealth teams

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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