Crawford Financial Planning & Consulting

Crawford Financial Planning & Consulting (CRD# 134936) is a financial advisory firm headquartered in Modesto, CA. They manage $132,262,821 in 383 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3501 Coffee Road, Suite 6, Modesto, CA 95355
http://crawfordfp.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $345,334
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crawford Financial Planning & Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Crawford, financial advisor Modesto CA
Gregory J. Crawford
CRD#: 1101280
3501 Coffee Road, Suite 6, Modesto, CA 95355

Gregory Crawford (CRD# 1101280) is an Investment Advisor Representative working at Crawford Financial Planning & Consulting in Modesto, 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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