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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
About Cronkhite Wealth Strategies
Cronkhite Wealth Strategies provides fiduciary investment coaching and financial planning for individuals, families, and employers. Its approach combines evidence-based, Nobel Prize-winning academic investing principles with behavioral education to help clients avoid speculation and stay aligned with long-term goals. Services include portfolio construction, retirement and 401(k) plans, estate planning, and insurance/benefits planning.
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Owner & Executives
ALESIA JEANNE CRONKHITE
Chief Compliance Officer, President
- CRD
- #2647104
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,855,767 | -- |
| Total | $10,855,767 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,855,767
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,330,246,129 | 100.0% |
| Total | $3,330,246,129 | 100.0% |