← Back to list

CRAWFORD, GREGORY JASON

UUID71fff45c-db6c-5868-a5e4-9c7e540bb183
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 134936 134936 1.0
sec_file_number 801-123570 801-123570

Profile

WebsiteHTTP://CRAWFORDFP.COM
HQ CityMODESTO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CRAWFORD FINANCIAL PLANNING & CONSULTING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)165,293,125.0
  • RAUM (discretionary)165,293,125.0
  • Actionable assets132,751,281.0
  • Accounts376.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM132,751,281.0

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.