C
CRD: 282498
Crimson Investment Managers, LLC
Westminster, CA, 92683
6579993999
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
9550 Bolsa AVE, Suite 220 Westminster CA
About Crimson Investment Managers, LLC
Crimson Investment Managers, LLC is a Westminster-based RIA. The firm has been operating for 10 years. Managing $17.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$606.7K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Alpha Summit Capital Zenith
Investment Themes
Peak insight Signal Prime oak
Investment Vehicles
Atlas peak
Services
Delta Beacon ember Foundation
Owner & Executives
L
LUAN H VO
Chief Executive Officer
- CRD
- #5976274
- Ownership
- 75% or more
(776) 916-9469
pathway.quantum@quantumcapital.com
in linkedin.com/in/foundation-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,987,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,987,656 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,987,656
Equity - Exchange:
33.4% U.S. Government/Agency:
31.5% Cash:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $207,978,579 | 33.4% |
| U.S. Government/Agency | $196,147,462 | 31.5% |
| Cash | $218,564,316 | 35.1% |
| Total | $622,690,357 | 100.0% |