$171.6M Total AUM
$171.6M Disc. AUM
-- 3Y CAGR
2 Employees
143 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial catalyst
- Established Date
- 05-19-2016
- Office Locations
- 1
Office Locations
3501 Coffee Road, Suite 6 Modesto CA
About Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting is a Modesto-based RIA. The firm has been operating for 10 years. Managing $171.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$171.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Insight momentum
Custodian
Quantum oak
Investment Themes
Catalyst glacier Unison
Investment Vehicles
Optima
Services
Frontier Pioneer quantum Radial focus Unison optima Matrix Wave
Technology
Fusion
Owner & Executives
GREGORY JASON CRAWFORD
Chief Compliance Officer, Owner
- CRD
- #1101280
- Ownership
- 75% or more
(599) 462-7640
value.prime@unisoncapital.com
in linkedin.com/in/timber-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,551,397 | $453,840 |
| Non-Discretionary | $0 | -- |
| Total | $171,551,397 | $453,840 |
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Separately Managed Accounts
Total SMA Asset: $171,551,397
Public Funds:
36.5% Cash:
31.1% Equity - Exchange:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $328,237,676 | 36.5% |
| Cash | $279,676,486 | 31.1% |
| Equity - Exchange | $291,367,143 | 32.4% |
| Total | $899,281,305 | 100.0% |