$21.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
12 yrs Firm Age
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- Custodian
- Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2013
- Office Locations
- 1
Office Locations
-- Jupiter FL
About Cruzan & Associates LLC
Cruzan & Associates LLC is a Jupiter, FL retail-focused advisory firm led by CEO Joseph Gary Cruzan. The practice implements portfolios via separately managed accounts invested entirely in equity ETFs, with custody through Morgan Stanley and Wells Fargo—making it a relevant partner for ETF and model-portfolio distribution.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$388.5K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Oak wave
Custodian
Unison Vertex
Owner & Executives
J
JOSEPH GARY CRUZAN
Chief Executive Officer
- CRD
- #5506337
- Ownership
- 75% or more
(687) 469-4188
north.vector@meridiancapital.com
in linkedin.com/in/peak-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,978,000 | -- |
| Total | $20,978,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,978,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,480,779,524 | 100.0% |
| Total | $2,480,779,524 | 100.0% |