Be advised. This firm is no longer registered.

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
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Cruz Registered Investment Advisor, LLC
No Advisor Found.
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