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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison alphaPathway +more
- Established Date
- 09-14-2023
- Office Locations
- 1
Office Locations
About Belle EVE Financial
Belle Eve Financial is a fee-only, fiduciary financial planning firm led by founder and lead planner Michelle Crumm, focused on women and their families. The firm provides jargon-free, judgment-free planning with a tailored plan and regular check-ins, helping clients get organized and make confident decisions while balancing growth and risk management through education. Offers a complimentary initial meeting, works virtually, and custodies assets at Charles Schwab.
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Owner & Executives
Michelle Crumm
Chief Compliance Officer, FOUNDER
- CRD
- #7793913
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,816,000 | -- |
| Total | $34,816,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,816,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,085,152,962 | 46.6% |
| Cash | $2,389,424,209 | 53.4% |
| Total | $4,474,577,171 | 100.0% |