CRD: 282106
Crouch Investment Group, Inc.
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- RadialVector unison +more
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
About Crouch Investment Group, Inc.
Aspen Grove Asset Management (Crouch Investment Group, Inc.) provides personalized wealth management and investment advisory services for individuals and entrepreneurs, aligning portfolios to clients’ lifestyles and financial goals. The firm emphasizes risk-managed asset allocation and alternative investment options, implemented primarily through ETF-based strategies, with custody through firms such as Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEAN A CROUCH
Administrative Assistant, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT MARION CROUCH
Chief Compliance Officer, Operations Manager, President, Secretary
- CRD
- #2879463
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,872,031,109 | 100.0% |
| Total | $8,872,031,109 | 100.0% |