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Jeff Michael Doan

CRAFT ASSET MANAGEMENT LLC·TAMPA, Florida
Unclaimed Profile
615 CHANNELSIDE DRIVE, TAMPA, FL 33602CRD# 5900093Firm CRD# 289557
01

About

Jeff Michael Doan is a registered financial advisor based in TAMPA, Florida, affiliated with CRAFT ASSET MANAGEMENT LLC. 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
CRAFT ASSET MANAGEMENT LLC
CRAFT ASSET MANAGEMENT
AUM
$84M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CRAFT ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5900093
Firm CRD# 289557
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Michael Doan offer?
Jeff Michael Doan specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.
What are Jeff Michael Doan's credentials?
Jeff Michael Doan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Michael Doan located?
Jeff Michael Doan is based in TAMPA, Florida, working with CRAFT ASSET MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Jeff Michael Doan charge for services?
Jeff Michael Doan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRAFT ASSET MANAGEMENT LLC?
CRAFT ASSET MANAGEMENT LLC has approximately 7 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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