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).
Total Assets Under Management80MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$2,003,144
- A percentage of assets under your management
- 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
Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Registered Investment Advisor, LLC in Olympia, WA and has over 29 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.