Frederick H. Cron
Firm details
- Headquarters
- ,
- CRD number
- 111991
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Frederick H. Cron is a single-adviser, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients and small businesses. The firm’s advisory focus is financial planning and discretionary portfolio management, charging either a percentage of assets under management or hourly fees. Investment activity is centered on public funds and mutual funds as the primary vehicle for client portfolios, with selective allocations to third-party alternative managers to broaden return sources and add real-asset exposure. The practice is not positioned as a capital allocator, does not market itself as an ESG active investor, and reports operations limited to a single state.
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 Funds75%
- Other14%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Frederick Cron
Investment Advisor RepresentativeCRD 1470193
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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