$9.2M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 11-11-2014
- Office Locations
- 1
Office Locations
301 Forest Avenue Laguna Beach CA
About Crane Investments INC
Crane Investments is a Laguna Beach, CA wealth management and financial planning firm providing one-on-one, goal-based advice across retirement, lifestyle planning, taxes, and estate strategy. The team builds personalized portfolios based on risk tolerance and time horizon, using a transparent, collaborative process. Reported custody includes Charles Schwab; portfolios commonly use ETFs and public funds.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$271.6K AVG AUM / CLIENT
7.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Radial pathway
Client Personas
Wave
Custodian
Peak Element Bridge Atlas vertex Radial
Investment Themes
Eagle meridian Peak Crest meridian Vertex value
Investment Vehicles
Matrix glacier Vector
Services
Focus eagle Zenith ember Crest Pioneer Horizon Insight frontier Oak catalyst Horizon north Quantum Frontier crest Vital ridge
Technology
Focus signal
Owner & Executives
B
BARBARA IRENE CRANE
Chief Compliance Officer, President
- CRD
- #2718752
- Ownership
- 50% but less than 75%
(613) 958-7217
vital.pathway@peakcapital.com
in linkedin.com/in/pioneer-optima
P
PETER MATHEW CRANE
Chief Investment Officer
- CRD
- #2250877
- Ownership
- 50% but less than 75%
(446) 767-3421
delta.wave@glaciercapital.com
in linkedin.com/in/peak-meridian
Showing 2 of 2 owners & executives
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T
Timothy Clint Crane
Owner
- CRD
- #7707365
(983) 792-9226
vector.pioneer@insightcapital.com
in linkedin.com/in/peak-foundation
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,520,653 | -- |
| Non-Discretionary | $3,713,257 | $125,000 |
| Total | $9,233,910 | $125,000 |
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Separately Managed Accounts
Total SMA Asset: $9,233,910
Equity - Exchange:
22.1% Equity - OTC:
28.3% Public Funds:
17.3% Cash:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,794,637,981 | 22.1% |
| Equity - OTC | $2,298,111,080 | 28.3% |
| Public Funds | $1,404,852,356 | 17.3% |
| Cash | $2,622,932,434 | 32.3% |
| Total | $8,120,533,851 | 100.0% |