H
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2020
- Office Locations
- 1
Office Locations
-- Hixson TN
About Haddon Group LLC
Haddon Group LLC is a boutique RIA founded in 2020 by advisor Daryl Crow, serving individuals and families with ongoing financial planning and investment management. Portfolios are built around diversified asset allocation matched to client goals and risk tolerance. Public profile data shows a fixed-income tilt with heavy municipal bond use and some ETFs, with custody including Schwab and Altruist.
Team overview
31 AVG AGE
$1.8M AVG AUM / ADVISOR
$162.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DARYL PAUL CROW
Chief Compliance Officer, DIRECTOR, Financial Advisor
- CRD
- #7238142
- 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 | $1,787,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,787,928 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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