F
CRD: 111991
Frederick H. Cron
Centennial, CO
3037713710
$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Englewood CO
About Frederick H. Cron
Frederick H. Cron is a Centennial-based RIA. The firm has been operating for 27 years. Managing $12.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$204.8K AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Eagle Ridge
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Owner & Executives
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Unlock allContacts
F
FREDERICK HOLMES CRON
Financial Advisor, General Partner
- CRD
- #1470193
(687) 732-1444
value.ridge@beaconcapital.com
in linkedin.com/in/north-unison
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,697,681 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,697,681 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,697,681
Public Funds:
20.5% Other:
51.3% Equity - Exchange:
12.8% Cash:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,437,415,518 | 20.5% |
| Other | $3,597,044,687 | 51.3% |
| Equity - Exchange | $897,508,226 | 12.8% |
| Cash | $1,079,814,584 | 15.4% |
| Total | $7,011,783,015 | 100.0% |