How does the advisor help clients – Key Takeaways:
Crowley Wealth Management, Inc. is a leading financial advisory firm that offers comprehensive wealth management services to individuals, families, and businesses. With decades of experience and a team of highly qualified financial experts, they have built a reputation for providing exceptional personalized services to their clients.
Their main objective is to help their clients achieve their financial goals and secure their financial future. They do this by providing expert guidance and customized financial solutions tailored to each client’s unique needs and circumstances.
Facts and Insights
Crowley Wealth Management, Inc. has been in business since 1985 and has consistently grown its assets under management (AUM) each year. As of 2021, their AUM stands at $2.5 billion, and they manage over 2,000 client accounts. They have a team of 20 experienced financial advisors, each specializing in different areas of wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2017 | $1.8 billion | 15 |
| 2018 | $2.1 billion | 18 |
| 2019 | $2.3 billion | 20 |
| 2020 | $2.4 billion | 20 |
| 2021 (as of September) | $2.5 billion | 20 |
Financial Services Offered
Crowley Wealth Management, Inc. offers a comprehensive range of financial services to help clients reach their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They also offer specialized services for business owners, such as business succession planning and executive compensation planning.
Client Types
Crowley Wealth Management, Inc. serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. They work closely with each client to understand their unique circumstances and provide customized financial solutions to meet their needs and objectives.
Fees & Compensation
Their fees are based on a percentage of AUM and are typically between 1% and 2%. They may also charge hourly fees for certain services. The firm operates on a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
Background
Crowley Wealth Management, Inc. was founded by John Crowley in 1985, and it is based in New York City. John is a highly experienced financial advisor with over 30 years of industry experience. He leads a team of seasoned financial experts who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
Crowley Wealth Management, Inc. has a clean disciplinary record and has not faced any regulatory or legal actions in the past 10 years. They have a strict code of ethics and adheres to all regulatory requirements to ensure the highest level of transparency and integrity in their services.