$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2010
- Office Locations
- 1
Office Locations
-- Mopraga CA
About Crystal Investment Management
Crystal Investment Management is a Moraga-based RIA. The firm has been operating for 16 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JUN ZHU
Portfolio Manager, PRINCIPAL
- CRD
- #2856276
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,456,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,456,603 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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