Be advised. This firm is no longer registered.

Croudify

Croudify (CRD# 173852) is a financial advisory firm headquartered in , . They manage $293,000 in 27 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $10,852
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, IL, MA, NJ, NY, PA, TX, WA

Financial Advisors at Croudify
No Advisor Found.
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