C
$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2023
- Office Locations
- 2
Office Locations
-- -- WA
-- Spokane WA
About Craig Family Office
Craig Family Office is a Spokane-based RIA with 2 offices. The firm has been operating for 3 years. Managing $22.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Insight Wave
CRM
Summit delta
Geographic Focus
Glacier value
Investment Themes
Frontier North Peak Legacy Fusion vector
Investment Vehicles
Vertex
Services
Eagle delta Delta Alpha Catalyst legacy Element
Owner & Executives
Paul M Craig
Chief Compliance Officer, Founder
- CRD
- #7633242
- Ownership
- 75% or more
(806) 381-5297
vector.legacy@glaciercapital.com
in linkedin.com/in/matrix-value
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
Equity - Exchange:
19.0% Equity - OTC:
32.2% Cash:
25.8% Municipal Bonds:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $565,889,054 | 19.0% |
| Equity - OTC | $959,033,028 | 32.2% |
| Cash | $768,417,768 | 25.8% |
| Municipal Bonds | $685,023,592 | 23.0% |
| Total | $2,978,363,442 | 100.0% |