Cruzan & Associates LLC

Cruzan & Associates LLC (CRD# 167982) is a financial advisory firm headquartered in , . They manage $17,124,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $856,200
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Cruzan & Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Cruzan, financial advisor Jupiter FL
Joseph G. Cruzan
CRD#: 5506337
Jupiter, FL

Joseph Cruzan (CRD# 5506337) is an Investment Advisor Representative working at Cruzan & Associates LLC in Jupiter, FL and has over 15 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals