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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave northAtlas matrix +more
- Established Date
- 08-28-2006
- Office Locations
- 1
Office Locations
About Crawford Asset Management, LLC
Crawford Asset Management, LLC is a Glendale, WI registered investment adviser offering portfolio management, financial planning, and insurance-focused advice. The firm emphasizes risk management and asset allocation, building client portfolios primarily with ETFs and cash. It highlights investor self-reliance and uses third-party index and fund research sources (e.g., Morningstar and iShares) to inform positioning. Custody is primarily with Charles Schwab.
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Owner & Executives
MARK ROBERT CRAWFORD
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1103829
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,039,943 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,039,943 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,039,943
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $327,494,922 | 34.7% |
| Cash | $616,294,480 | 65.3% |
| Total | $943,789,402 | 100.0% |