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CRANE ADVISORY LLC

Doing business as CRANE & ASSOCIATES WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$934,631,535
Discretionary
$735,957,993
Non-discretionary
$198,673,542

Firm details

CRD number
314432
SEC file number
801-121979
Main office
FULLERTON, CA, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.