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Janet Lynn Messer

CRUX WEALTH ADVISORS·LONG BEACH, California
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3444 E. ANAHEIM STREET, LONG BEACH, CA 90804CRD# 5059140Firm CRD# 330731
01

About

Janet Lynn Messer is a registered financial advisor based in LONG BEACH, California, affiliated with CRUX WEALTH ADVISORS. 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
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS
AUM
$251M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CRUX WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5059140
Firm CRD# 330731
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janet Lynn Messer offer?
Janet Lynn Messer specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are Janet Lynn Messer's credentials?
Janet Lynn Messer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Lynn Messer located?
Janet Lynn Messer is based in LONG BEACH, California, working with CRUX WEALTH ADVISORS. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Janet Lynn Messer charge for services?
Janet Lynn Messer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRUX WEALTH ADVISORS?
CRUX WEALTH ADVISORS has approximately 18 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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