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
Cruzan & Associates LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts20ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, PA
Financial Advisors at Cruzan & Associates LLC
1
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.
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