Unclaimed Profile

Patricia I Crawford

GREENUP STREET WEALTH MANAGEMENT LLC·ANN ARBOR, Michigan

Clean recordGREENUP 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GREENUP STREET WEALTH MANAGEMENT LLC

AUM

$511M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREENUP STREET WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1145724

Firm CRD# 311391

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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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