About CROSBY ADVISORY GROUP, LLC
CROSBY ADVISORY GROUP, LLC is a financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. Founded by John Crosby in 2005, the company has established itself as a trusted partner for individuals and businesses looking to improve their financial standing.
How does the advisor help clients – Key Takeaways:
CROSBY ADVISORY GROUP, LLC offers a wide range of financial services to help clients manage their wealth and investments. These services include financial planning, portfolio management, retirement planning, risk management, and tax planning. With their expertise and experience, the advisors at Crosby Advisory Group are able to create personalized strategies and solutions for each client based on their unique needs and goals.
Facts and Insights
Here are some key facts and insights about CROSBY ADVISORY GROUP, LLC:
- Assets Under Management: $500 million (as of 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
CROSBY ADVISORY GROUP, LLC offers the following financial services:
- Financial Planning
- Portfolio Management
- Retirement Planning
- Risk Management
- Tax Planning
Client Types
CROSBY ADVISORY GROUP, LLC serves a diverse range of clients, including individuals, families, businesses, and institutions. No matter the financial goals or needs, Crosby Advisory Group has the expertise and resources to help each client achieve success.
Fees & Compensation
Like most financial advisory firms, CROSBY ADVISORY GROUP, LLC charges fees for its services. These fees may include financial planning fees, investment management fees, and other transactional fees. The specific fees and compensation structure for each client may vary depending on their individual needs and the services provided.
Background
John Crosby, the founder of CROSBY ADVISORY GROUP, LLC, has been in the financial industry for over 30 years. He and his team of advisors have a deep understanding of the markets, investment strategies, and financial planning techniques. Crosby Advisory Group is committed to providing transparent, honest, and ethical advice to their clients to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disciplinary history. CROSBY ADVISORY GROUP, LLC is a registered investment advisor (RIA) and is required to disclose any relevant information on their Form ADV. Clients can request a copy of this form from Crosby Advisory Group or access it through the SEC’s website.