Cruz Registered Investment Advisor, LLC

Cruz Registered Investment Advisor, LLC (CRD# 147186) is a financial advisory firm headquartered in Olympia, WA. They manage $80,125,747 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $2,003,144
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

WA

Financial Advisors at Cruz Registered Investment Advisor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Angel D. Cruz
CRD#: 1823725
2422 Columbia St. Sw, Olympia, WA 98501
96
Wealthminder
score

Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Registered Investment Advisor, LLC in Olympia, WA and has over 28 years of experience in the finance industry. Angel Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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