Crane Investments Inc.

Crane Investments Inc. (CRD# 172755) is a financial advisory firm headquartered in Newport Beach, CA. They manage $4,980,463 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $80,330
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crane Investments Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Barbara I. Crane
CRD#: 2718752
1200 Quail Street, Suite 225, Newport Beach, CA 92660
71
Wealthminder
score

Barbara Crane (CRD# 2718752) is an Investment Advisor Representative working at Crane Investments Inc. in Newport Beach, CA and has over 22 years of experience in the finance industry.

2
Peter M. Crane
CRD#: 2250877
1200 Quail Street, Suite 225, Newport Beach, CA 92660
51
Wealthminder
score

Peter Crane (CRD# 2250877) is an Investment Advisor Representative working at Crane Investments Inc. in Newport Beach, CA and has over 25 years of experience in the finance industry.

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