How does the advisor help clients – Key Takeaways:
CRAWFORD CAPITAL, LLC is a trusted financial expert that provides personalized and tailored financial services to its clients. Acting as a financial guide rather than a salesperson, the firm helps clients achieve their financial goals through sound advice and strategies.
With years of experience in the financial services industry, the firm understands the complexities of the market and helps clients navigate through various investment options to achieve sustainable and long-term growth. The firm values transparency, integrity, and client satisfaction as its top priorities, making it a highly reputable and reliable financial partner.
Facts and Insights
CRAWFORD CAPITAL, LLC has been in business for 15 years and has consistently provided exceptional financial services to its clients. As of 2021, the firm manages over $500 million in assets, with a team of 10 highly qualified and experienced advisors. The firm boasts a client retention rate of 95%, showcasing the high level of satisfaction and trust among its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | 10 |
Financial Services Offered
CRAWFORD CAPITAL, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm believes in developing a personalized financial plan for each client, considering their unique financial goals, risk tolerance, and time horizon.
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small businesses. The firm believes in building long-term relationships with its clients, providing financial guidance to help them achieve their short and long-term financial goals.
Fees & Compensation
CRAWFORD CAPITAL, LLC follows a transparent fee structure, charging a percentage of AUM (assets under management) for its services. The firm believes in aligning its interests with that of the clients and charges competitive fees in the market.
Background
The founder and CEO of CRAWFORD CAPITAL, LLC, John Crawford, has over 20 years of experience in the financial services industry. He along with his team of highly qualified advisors, have helped numerous clients achieve financial success and security. The firm prides itself on its team’s expertise, personalized approach, and dedication to its clients’ financial well-being.
Financial Advisor Disclosures to Know
CRAWFORD CAPITAL, LLC operates with full transparency and adheres to all regulatory guidelines and disclosures. It is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The firm’s Form ADV, which details its services, fees, and any conflicts, is publicly available for clients to review.