$9.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2024
- Office Locations
- 1
Office Locations
-- Fairhope AL
About Crimson Wealth
Crimson Wealth Management is an Alabama-registered RIA providing holistic wealth management that combines investment management with tax-smart and insurance strategies. The firm says its approach is best suited for entrepreneurs and family offices, and it also offers solutions for institutional investors. Public profile data indicates portfolios are primarily ETF-based, with custody reported at Charles Schwab.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
J
James Timothy Hickey
MANAGING DIRECTOR, Vice President
- CRD
- #4897654
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,884,451 | -- |
| Non-Discretionary | $1,039,256 | -- |
| Total | $9,923,707 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing