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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- MatrixPrime delta
- Established Date
- 09-08-2023
- Office Locations
- 1
Office Locations
About CRB Strategic Services LLC
CRB Strategic Services, LLC is an independent RIA led by CFP professional Cole R. Brooks, providing personalized financial planning and investment management. The firm focuses on retirement and education planning, tax strategies (including Roth conversions and charitable giving), estate and debt planning, and portfolio/asset-allocation guidance with insights into alternative asset classes. Listed on XY Planning Network and uses RightCapital; serves clients in AZ, CA, and PA.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
COLE RICHARD BROOKS
Chief Compliance Officer, FOUNDER
- CRD
- #6241385
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,705,802 | -- |
| Non-Discretionary | $50,800,351 | -- |
| Total | $58,506,153 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,506,153
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $99,817,522 | 29.3% |
| Cash | $40,540,222 | 11.9% |
| Private Funds | $75,288,984 | 22.1% |
| Equity - Exchange | $125,027,410 | 36.7% |
| Total | $340,674,138 | 100.0% |