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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2011
- Office Locations
- 1
Office Locations
About Cromwell Investment Advisory, LLC
Cromwell & Associates (Cromwell Investment Advisory, LLC) delivers strategic tax planning and tax/accounting advisory with a long-term, relationship-focused, personalized approach. Credentials include AICPA membership, NTPI Fellow, and Certified Tax Resolution Specialist. Investment implementation is primarily ETF-based, with custody at Interactive Brokers, and clients use a 24/7 secure TaxDome portal for document exchange.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 46 clients, or 46 clients per representative. That equates to $76.1K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on April 1, 2022. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
STEPHEN HENRY CROMWELL
Chief Compliance Officer, Managing Member
- CRD
- #3153855
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,499,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,499,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cromwell Investment Advisory, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.