$38.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
111 ADV. Clients
25 yrs Firm Age
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- Custodian
- Empower · Fidelity/NFS
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 09-10-2000
- Office Locations
- 1
Office Locations
99 Walnut Street Suite A Saugus MA
About Crystal Capital Management Corporation
Crystal Capital Management Corporation is an RIA focused on retirees and those nearing retirement, combining tax and financial planning with hands-on investment management. A CPA and financial advisor work in tandem on Social Security timing, Roth conversion analysis, investment implementation, and legacy planning—often using ETF-based allocations—so clients don’t need multiple professionals.
Team overview
50 AVG AGE
$19.0M AVG AUM / ADVISOR
$342.3K AVG AUM / CLIENT
16.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Insight meridian Atlas
Custodian
Wave
Investment Themes
Glacier Atlas Beacon
Investment Vehicles
Legacy pioneer
Services
Oak Alpha optima Prime oak Pioneer unison Radial glacier Legacy insight Alpha signal
Technology
Oak
Owner & Executives
W
WILLIAM LAWRENCE BURTON
President
- CRD
- #2510760
- Ownership
- 75% or more
(951) 229-7650
vertex.vital@matrixcapital.com
in linkedin.com/in/north-ember
Showing 1 of 1 owners & executives
Unlock allContacts
Harold Jay Zazula
--
- CRD
- #6096583
(527) 824-3005
peak.timber@oakcapital.com
in linkedin.com/in/insight-wave
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,000,000 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,000,000
Equity - Exchange:
25.2% Cash:
41.2% U.S. Government/Agency:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,706,407 | 25.2% |
| Cash | $1,083,472,380 | 41.2% |
| U.S. Government/Agency | $883,608,542 | 33.6% |
| Total | $2,629,787,329 | 100.0% |