$58.9M Total AUM
$58.9M Disc. AUM
-- 3Y CAGR
1 Employees
178 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2018
- Office Locations
- 1
Office Locations
6340 Junction RD Bridgeport MI
About TIM Crawford CPA
Tim Crawford CPA is a Bridgeport, MI firm combining tax preparation, accounting, and CFP-led financial and estate planning, including asset protection, insurance guidance, and income/wealth-transfer strategies. Advisory portfolios lean on ETFs, public funds, and investment-grade bonds. Works via platforms such as AssetMark and Pershing, serving retail and institutional relationships.
Team overview
-- AVG AGE
$58.9M AVG AUM / ADVISOR
$330.8K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY GERARD CRAWFORD
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2075488
- 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 | $58,874,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,874,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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