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Travis Price Alexander

CRUX WEALTH ADVISORS·LONG BEACH, California
Clean recordCRUX WEALTH ADVISORS
3444 E. ANAHEIM STREET, LONG BEACH, CA 90804CRD# 5504338Firm CRD# 330731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis Price Alexander · LONG BEACH, CA
Registration
CRD #5504338 · CRUX WEALTH ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Travis Price Alexander 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
Introduction

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03

Firm Overview

Firm
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS
AUM
$251M
Regulatory assets under management
Employees
18
Total firm employees
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# 5504338
Firm CRD# 330731
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Travis Price Alexander offer?
Travis Price Alexander specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are Travis Price Alexander's credentials?
Travis Price Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis Price Alexander located?
Travis Price Alexander 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 Travis Price Alexander charge for services?
Travis Price Alexander'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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