$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2018
- Office Locations
- 1
Office Locations
-- Saratoga CA
About Investcraft Advisors LLC
InvestCraft Advisors is a California-registered RIA serving individuals and families with portfolio management, financial planning, and retirement plan allocations. The firm emphasizes risk management, lower-volatility investing, and purposeful stock selection, and maintains primarily ETF-based portfolios. Fiduciary with no commissions or data sales; custody includes Charles Schwab. CRD 293618.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
A
ANAND SETHURAMAN
Managing Member, Senior Director
- CRD
- #6918252
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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