$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2022
- Office Locations
- 1
Office Locations
-- Wilmington NC
About Tech FP
TECH FP is a boutique RIA focused on tech professionals navigating equity/stock compensation and IPO liquidity events. The firm provides comprehensive financial planning—tax planning, cash-flow and benefits optimization, insurance and estate coordination—paired with evidence-based portfolio construction and ongoing investment management, with client portfolios heavily ETF-based. Custodied on Altruist.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$290.6K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ALEX SANFORD CROUCH
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6021500
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,777,733 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,777,733 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing