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CRUMLY AND ASSOCIATES, INCORPORATED

UUIDb76390f9-afe2-5837-b773-a8e88488cec3
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 168998 168998 1.0
cik 0001759578 1759578
sec_file_number 801-81175 801-81175

Profile

Websitehttp://www.troxellfinancial.com
HQ CitySPRINGFIELD
HQ StateIL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • TROXELL FINANCIAL adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)969,825,114.0
  • RAUM (discretionary)606,680,081.0
  • Actionable assets843,451,522.0
  • Accounts1,500.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM353,623,892.0
  • Charitable AUM3,251,368.0
  • HNW AUM348,825,893.0

As of 2025-07-08 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.