Claim Profile
JR

Jose Antonio Rivera

CRAWFORD INVESTMENT COUNSEL INC·ATLANTA, Georgia
Unclaimed Profile
600 GALLERIA PARKWAY, SE, ATLANTA, GA 30339CRD# 5950942Firm CRD# 110271
01

About

Jose Antonio Rivera is a registered financial advisor based in ATLANTA, Georgia, affiliated with CRAWFORD INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC
AUM
$7.7B
Regulatory assets under management
Employees
53
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5950942
Firm CRD# 110271
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

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 Jose Antonio Rivera offer?
Jose Antonio Rivera specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Jose Antonio Rivera's credentials?
Jose Antonio Rivera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Antonio Rivera located?
Jose Antonio Rivera is based in ATLANTA, Georgia, working with CRAWFORD INVESTMENT COUNSEL INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Jose Antonio Rivera charge for services?
Jose Antonio Rivera'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 CRAWFORD INVESTMENT COUNSEL INC?
CRAWFORD INVESTMENT COUNSEL INC has approximately 53 employees and manages $7.7B in regulatory assets under management. 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 →