CRINITE FINANCIAL STRATEGIES

Overview

Crinite Financial Strategies is a small, client-focused wealth manager that serves individuals and families with portfolio management and insurance solutions. The firm operates as a corporation and acts as a registered representative of a broker-dealer while also serving as an insurance broker, which expands its ability to combine investment advisory services with insurance-based planning. Its advisory mandate centers on discretionary portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management fee model. On filings the firm classifies its reported assets largely as “Other,” which suggests it employs holdings or account structures outside of traditional separately managed account categorizations. It is not positioned as an ESG investor, is not a multi-state adviser, and does not report roles as a capital allocator or pension consultant. Given its business lines, expect a mix of broker-dealer-accessible products alongside fee-based advisory portfolios, and placement of risk-management and life/annuity solutions through its insurance capability.

Assets & Accounts

Investments & Alternatives

Location & Offices