Cronkhite Wealth Strategies
Firm details
- Headquarters
- ,
- CRD number
- 299566
- Website
- www.cronkhitewealth.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals90.54%
- Pension & Profit Sharing Plans9.46%
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cronkhite Wealth Strategies is an independent, Colorado-registered advisory firm organized as a corporation and owned by an individual. The firm positions itself as a capital allocator for both individuals/families and institutional clients, combining advisory work with insurance brokerage activity. Its stated advisory services include financial planning, pension consulting and the selection of other advisers. Compensation comes through a mix of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
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 Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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