CRD: 300635
CRL Advisors
Honolulu, HI, 96813
8088255001
$7.1M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2019
- Office Locations
- 1
Office Locations
1003 Bishop ST STE 2155 Honolulu HI
About CRL Advisors
CRL Advisors is a Honolulu-based RIA. The firm has been operating for 7 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$890.2K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vital
Investment Themes
Crest radial Quantum
Investment Vehicles
Meridian
Services
Prime Ridge crest Radial vector Timber radial Momentum crest Optima vertex Horizon wave
Owner & Executives
JEFFERY MICHAEL LOFF
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4540087
- Ownership
- 75% or more
(773) 295-5532
peak.ember@harborcapital.com
in linkedin.com/in/insight-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,547,008 | -- |
| Non-Discretionary | $574,641 | -- |
| Total | $7,121,649 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,121,649
Equity - Exchange:
22.7% Cash:
77.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $623,410,079 | 22.7% |
| Cash | $2,122,889,829 | 77.3% |
| Total | $2,746,299,908 | 100.0% |