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Patricia I Crawford

GREENUP STREET WEALTH MANAGEMENT LLC·ANN ARBOR, Michigan
Unclaimed Profile
2723 S STATE STREET, ANN ARBOR, MI 48104CRD# 1145724Firm CRD# 311391
01

About

Patricia I Crawford is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with GREENUP STREET WEALTH 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
GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC
AUM
$511M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at GREENUP STREET WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1145724
Firm CRD# 311391
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia I Crawford offer?
Patricia I Crawford specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
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, working with GREENUP STREET WEALTH MANAGEMENT LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
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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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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