About CROUCH INVESTMENT GROUP, INC.
CROUCH INVESTMENT GROUP, INC. is a highly experienced and reputable financial advisory firm, providing personalized investment management and financial planning services to its clients. With a team of dedicated and knowledgeable advisors, the firm has helped numerous individuals and families achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers customized investment management services
- Provides comprehensive financial planning services
- Assists with retirement planning and wealth management
- Empowers clients to make informed financial decisions
- Continuously monitors and adjusts client portfolios to meet their changing needs and goals
Facts and Insights
CROUCH INVESTMENT GROUP, INC. was founded in 2005 and has over 15 years of experience in the financial services industry. As of December 31, 2020, the firm manages over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500+ million | 5 | 15+ |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Insurance Services
Client Types
The advisors at CROUCH INVESTMENT GROUP, INC. work with a diverse range of clients including individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
CROUCH INVESTMENT GROUP, INC. operates on a fee-based compensation model, which means the firm charges clients a fee based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more the client’s investments grow, the more the firm earns.
Background
The founder of CROUCH INVESTMENT GROUP, INC., John Crouch, has been in the financial services industry for over 25 years. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). The firm’s team of advisors are highly qualified and experienced, with expertise in various areas of financial planning and investment management.
Financial Advisor Disclosures to Know
- CROUCH INVESTMENT GROUP, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm has a clean record with no disciplinary actions or sanctions.
- There are no reported conflicts of interest or legal disputes.