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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2017
- Office Locations
- 1
Office Locations
About Montebello Avenue
Montebello Avenue (Montave) is a Phoenix-based advisory firm led by CFP® Robinson Crawford, focused on planning and portfolio construction for professionals with complex compensation, including employees at Google and Amazon. The practice specializes in early/semi-retirement transitions, major capital gains, and employee equity (RSUs, ISOs, ESPPs), with investment implementation often using ETFs; custody at Schwab. Crawford is a full-time fiduciary (PFO member) and is frequently quoted in WSJ, Barron’s, and the New York Times.
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Owner & Executives
ROBINSON POWELL CRAWFORD
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #6072026
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,772,952 | -- |
| Non-Discretionary | $5,189,911 | -- |
| Total | $59,962,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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