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Timothy Robert Croak

CROAK ASSET MANAGEMENT, LLC·TOLEDO, Ohio
Unclaimed Profile
432 N SUPERIOR ST., TOLEDO, OH 43604CRD# 1673702Firm CRD# 297666
01

About

Timothy Robert Croak is a registered financial advisor based in TOLEDO, Ohio, affiliated with CROAK ASSET 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
CROAK ASSET MANAGEMENT, LLC
CROAK CAPITAL
AUM
$213M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CROAK ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1673702
Firm CRD# 297666
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Robert Croak offer?
Timothy Robert Croak specializes in Financial Planning, Investment Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Timothy Robert Croak's credentials?
Timothy Robert Croak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Robert Croak located?
Timothy Robert Croak is based in TOLEDO, Ohio, working with CROAK ASSET MANAGEMENT, LLC. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Timothy Robert Croak charge for services?
Timothy Robert Croak's firm is compensated through percentage of aum, hourly charges, subscription fees, other: assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROAK ASSET MANAGEMENT, LLC?
CROAK ASSET MANAGEMENT, LLC has approximately 7 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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