Crane & Associates Wealth Management
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Overview
Crane & Associates Wealth Management is an advisory firm located in Fullerton, California. The company administers $397.5 million in assets across 385 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). Crane & Associates Wealth Management has a small team, including 3 financial advisors. Crane & Associates Wealth Management does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, equities and bonds.
Crane & Associates Wealth Management oversees 384 of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments without needing to seek the client's approval. The company also oversees one non-discretionary accounts totaling $117.4 million in assets. The firm's typical account size is $1.0 million. The typical financial advisor at Crane & Associates Wealth Management manages about 128 client accounts.
The firm's main office is at 801 E. Chapman Ave, Fullerton, California 92831. The firm is legally allowed to provide services to clients across 4 states, including Arizona, California, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crane & Associates Wealth Management by the Numbers
$397.5 million
5
385
$1.0 million
Products and Services
Crane & Associates Wealth Management provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. However, Crane & Associates Wealth Management did not provide any of its clients with financial planning services in the previous financial year. It is not engaged in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually are based on which services are provided. However, fees billed by the company can include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Crane & Associates Wealth Management caters to retail investors, high net worth investors and pension plans. Out of its 385 customers, Crane & Associates Wealth Management's largest client group by number of accounts is high net worth investors, although it also serves 101 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 53.72%
- Other Individuals - 45.74%
- Corporations - 0.53%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Crane & Associates Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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