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- Custodian
- Broadridge
- Clients
- Retail and Institutional
- Platforms
- Meridian waveValue +more
- Established Date
- 07-19-2011
- Office Locations
- 2
Office Locations
About Creand Management
Creand Management is part of Creand Wealth Management, a U.S. SEC-registered investment adviser affiliated with Creand Securities, an SEC/FINRA-registered broker-dealer. The group provides global wealth management with an open-architecture approach, including multi-currency asset custody and personalized advisory. Serves retail and institutional relationships, with portfolios emphasizing ETFs and fixed income. Unique: holds a FINRA self-clearing license supporting end-to-end custody and service delivery.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARYORI DEL SOCORRO ESCUDERO
Chief Operations Officer
- CRD
- #4913350
- Ownership
- Less than 5%
IDELMA DE LA CARIDAD HERVIS
Chief Compliance Officer, Finop
- CRD
- #1429292
- Ownership
- Less than 5%
Peak north
Signal eagle value
- CRD
- #89862
- Ownership
- 23.5%
Showing 2 of 3 owners & executives
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JUAN FRANCISCO ARIAS
--
- CRD
- #4517940
KHASHAYAR MOHAMMAD ATABAKI
Managing Director
- CRD
- #4460838
Harbor optima
Value harbor matrix
- CRD
- #26113
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,382,787 | $4,082,305 |
| Non-Discretionary | $41,237,530 | $2,061,877 |
| Total | $506,620,317 | $3,780,749 |
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Separately Managed Accounts
Total SMA Asset: $457,895,109
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,115,939,542 | 21.5% |
| Public Funds | $384,090,819 | 7.4% |
| Corporate - Investment Grade | $685,134,974 | 13.2% |
| Cash | $1,105,558,709 | 21.3% |
| Corporate - Non-Investment Grade | $487,899,148 | 9.4% |
| U.S. Government/Agency | $685,134,974 | 13.2% |
| Sovereign Bonds | $726,658,307 | 14.0% |
| Total | $5,190,416,473 | 100.0% |