Crumly And Associates, Incorporated is a large advisory firm based in Springfield. It manages $162.11 million of regulatory assets for 308 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Illinois, and Texas.
Crumly And Associates, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crumly And Associates, Incorporated is $162.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crumly And Associates, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Crumly And Associates, Incorporated is high net worth individuals with 50 clients and $86.99 million of assets under management. Among the 8 most similar advisory firms, Crumly And Associates, Incorporated has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $162.11 million for 308 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Crumly And Associates, Incorporated doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Crumly And Associates, Incorporated performs its advisory services is located at 214 South Grand Avenue West, Springfield, IL 62704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-321-3210 or by fax 217-303-5422. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at troxellfinancialadvisors.com.