Unclaimed Profile

Patricia I Crawford

GREENUP STREET WEALTH MANAGEMENT LLC·ANN ARBOR, Michigan

SIE, Series 7, Series 24, Series 63Clean record16 years registeredGREENUP STREET WEALTH MANAGEMENT LLC

2723 S STATE STREET, ANN ARBOR, MI 48104CRD# 1145724Firm CRD# 311391

Profile Verification

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

Identity

Patricia I Crawford · ANN ARBOR, MI

Registration

CRD #1145724 · GREENUP STREET WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREENUP STREET WEALTH MANAGEMENT LLC

BREWER INVESTMENT ADVISORS LLC

Jul 2010 – Nov 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENUP STREET WEALTH MANAGEMENT LLC

CRD 311391 · SEC 801-122080

AUM

$511M

Regulatory assets under management

Employees

1,697 client accounts

Services offered by GREENUP STREET WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENUP STREET WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Patricia I Crawford offer?

Patricia I Crawford specializes in Financial Planning, Investment Management.

What are Patricia I Crawford's credentials?

Patricia I Crawford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia I Crawford located?

Patricia I Crawford is based in ANN ARBOR, Michigan, last registered with GREENUP STREET WEALTH MANAGEMENT LLC.

How does Patricia I Crawford charge for services?

Patricia I Crawford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENUP STREET WEALTH MANAGEMENT LLC?

GREENUP STREET WEALTH MANAGEMENT LLC has approximately 15 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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