Unclaimed Profile

James Bernard Craver

CROW POINT PARTNERS, LLC·BOSTON, Massachusetts

Clean recordCROW POINT PARTNERS, LLC

280 SUMMER STREET, BOSTON, MA 02210CRD# 823298Firm CRD# 141836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Bernard Craver · BOSTON, MA

Registration

CRD #823298 · CROW POINT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Bernard Craver is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CROW POINT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CROW POINT PARTNERS, LLC

AUM

$274M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROW POINT PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 823298

Firm CRD# 141836

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Bernard Craver offer?

James Bernard Craver specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are James Bernard Craver's credentials?

James Bernard Craver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Bernard Craver located?

James Bernard Craver is based in BOSTON, Massachusetts, working with CROW POINT PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does James Bernard Craver charge for services?

James Bernard Craver's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROW POINT PARTNERS, LLC?

CROW POINT PARTNERS, LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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