AdvisorOS Directory
Claim Profile
KC

Kelly Farwell Crane

TRUENOTE INVESTMENT ADVISORS, INC.·EL CERRITO, California
Unclaimed Profile
6333 POTRERO AVENUE, EL CERRITO, CA 94530CRD# 1236296Firm CRD# 172294
01

About

Kelly Farwell Crane is a registered financial advisor based in EL CERRITO, California, affiliated with TRUENOTE INVESTMENT 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
TRUENOTE INVESTMENT ADVISORS, INC.
TRUENOTE INVESTMENT ADVISORS, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRUENOTE INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1236296
Firm CRD# 172294
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EL CERRITO?

Browse all registered financial advisors in EL CERRITO, California or claim this profile if it's yours.

Browse EL CERRITO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelly Farwell Crane offer?
Kelly Farwell Crane specializes in Financial Planning, Investment Management. Contact their office in EL CERRITO, California for a consultation.
What are Kelly Farwell Crane's credentials?
Kelly Farwell Crane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Farwell Crane located?
Kelly Farwell Crane is based in EL CERRITO, California, working with TRUENOTE INVESTMENT ADVISORS, INC.. Their office serves clients in the EL CERRITO metropolitan area and surrounding communities.
How does Kelly Farwell Crane charge for services?
Kelly Farwell Crane's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUENOTE INVESTMENT ADVISORS, INC.?
TRUENOTE INVESTMENT ADVISORS, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile