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Rebecca Marie Crandall

AUTHENT ADVISORS, INC.·CORTE MADERA, California
Unclaimed Profile
300 TAMAL PLAZA, CORTE MADERA, CA 94925CRD# 2695290Firm CRD# 148520
01

About

Rebecca Marie Crandall is a registered financial advisor based in CORTE MADERA, California, affiliated with AUTHENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AUTHENT ADVISORS, INC.
AUTHENT ADVISORS, INC.
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INITIAL ACCOUNT ESTABLISHMENT FEE
Regulatory
SEC/IARD CRD# 2695290
Firm CRD# 148520
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Marie Crandall offer?
Rebecca Marie Crandall specializes in Financial Planning, Investment Management. Contact their office in CORTE MADERA, California for a consultation.
What are Rebecca Marie Crandall's credentials?
Rebecca Marie Crandall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Marie Crandall located?
Rebecca Marie Crandall is based in CORTE MADERA, California, working with AUTHENT ADVISORS, INC.. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Rebecca Marie Crandall charge for services?
Rebecca Marie Crandall's firm is compensated through percentage of aum, hourly charges, subscription fees, other: initial account establishment fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUTHENT ADVISORS, INC.?
AUTHENT ADVISORS, INC. has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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