$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2011
- Office Locations
- 1
Office Locations
7305 Baltimore Avenue Suite 307 College Park MD
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.
Team overview
48 AVG AGE
$3.5M AVG AUM / ADVISOR
$76.1K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge insight
Custodian
Insight Pioneer eagle
Investment Themes
Matrix
Investment Vehicles
Bridge foundation
Services
Radial ember Quantum catalyst Fusion Crest Eagle quantum Oak meridian Momentum Pioneer pioneer
Owner & Executives
S
STEPHEN HENRY CROMWELL
Chief Compliance Officer, Managing Member
- CRD
- #3153855
- Ownership
- 75% or more
(878) 671-9153
summit.catalyst@vertexcapital.com
in linkedin.com/in/north-glacier
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $3,499,000
Equity - Exchange:
22.1% Cash:
77.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $196,514,394 | 22.1% |
| Cash | $692,691,007 | 77.9% |
| Total | $889,205,401 | 100.0% |