Frederick H. Cron

RIASEC Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$231K
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
111991
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Other 14%, Exchange Traded Equities 10%, Cash & Cash Equivalents 1%75%
  • Public Funds/Mutual Funds75%
  • Other14%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Frederick Cron

    Frederick Cron

    Investment Advisor RepresentativeCRD 1470193

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth