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Craig Scott Narum

TRISPERITY ADVISORS, LLC·KATY, Texas
Clean recordTRISPERITY ADVISORS, LLC
22202 HIGHLAND KNOLLS DRIVE, KATY, TX 77450CRD# 4475559Firm CRD# 142438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Scott Narum · KATY, TX
Registration
CRD #4475559 · TRISPERITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Scott Narum is a registered financial advisor based in KATY, Texas, affiliated with TRISPERITY ADVISORS, 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
Introduction

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03

Firm Overview

Firm
TRISPERITY ADVISORS, LLC
TRISPERITY ADVISORS, LLC
AUM
$261M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRISPERITY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4475559
Firm CRD# 142438
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Scott Narum offer?
Craig Scott Narum specializes in Financial Planning, Investment Management. Contact their office in KATY, Texas for a consultation.
What are Craig Scott Narum's credentials?
Craig Scott Narum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Scott Narum located?
Craig Scott Narum is based in KATY, Texas, working with TRISPERITY ADVISORS, LLC. Their office serves clients in the KATY metropolitan area and surrounding communities.
How does Craig Scott Narum charge for services?
Craig Scott Narum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRISPERITY ADVISORS, LLC?
TRISPERITY ADVISORS, LLC has approximately 2 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRISPERITY ADVISORS, LLC

Jeffrey Michael Mcculloch
KATY, TX

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Research
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