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
2422 Columbia St. Sw, Olympia, WA 98501
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
The map below shows states where this firm has explicit registration only.

WA

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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