Crane Investments Inc.

Crane Investments Inc. (CRD# 172755) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $7,009,450 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
305 Forest Avenue, Laguna Beach, CA 92651
http://www.craneinvestment.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $134,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crane Investments Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Barbara Crane, financial advisor Laguna Beach CA
Barbara I. Crane
CRD#: 2718752
305 Forest Avenue, Laguna Beach, CA 92651

Barbara Crane (CRD# 2718752) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has over 28 years of experience in the finance industry.

2
Peter Crane, financial advisor Laguna Beach CA
Peter M. Crane
CRD#: 2250877
305 Forest Avenue, Laguna Beach, CA 92651

Peter Crane (CRD# 2250877) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has over 31 years of experience in the finance industry.

3
Timothy Crane, financial advisor Laguna Beach CA
Timothy C. Crane
CRD#: 7707365
305 Forest Avenue, Laguna Beach, CA 92651

Timothy Crane (CRD# 7707365) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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