Cropsey Asset Management, LLC

Cropsey Asset Management, LLC (CRD# 129503) is a financial advisory firm headquartered in , . They manage $19,230,658 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,748,242
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT

Financial Advisors at Cropsey Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Lott
CRD#: 2107979
Ridgefield, CT
93
Wealthminder
score

James Lott (CRD# 2107979) is an Investment Advisor Representative working at Cropsey Asset Management, LLC in Ridgefield, CT and has over 27 years of experience in the finance industry.

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