Jamerson-Crosby Investment Advisors LLC
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$200K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169030
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations60%
- Individuals40%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jamerson-Crosby Investment Advisors LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides discretionary portfolio management for individuals, small businesses and institutional clients and charges fees as a percentage of assets under management. It does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities45%
- Non-Exchange Traded Equities40%
- Cash & Cash Equivalents15%
Contacts
1 of 1Frank Crosby
Investment AdviserCRD 6247014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Atlas Capital Investment LLC
RIAEast Boston, MA
AUM $1MTEAM 1REPS 3
Mark T. Harvey Investments
RIAAUM $1MTEAM 1REPS 1
Cohen, Steven J Cfa
RIASt Petersburg, FL
AUM $1MTEAM 1REPS 1
Course Pilot Financial LLC
RIAAUM $1MTEAM 1REPS 1
Blue Chip Financial Advisors, Inc.
RIAAUM $1MTEAM 1REPS 1
Hexis Capital Management
RIALondon
AUM $1MTEAM 4REPS 4