CROAK ASSET MANAGEMENT, LLC

CROAK CAPITAL
TOLEDO, Ohio·3 registered advisors·CRD# 297666
SEC# 801-1264640419-464-7000
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CROAK ASSET MANAGEMENT, LLC

3 registered advisors
David A Theiss
TOLEDO, Ohio
Eric Timothy Croak
TOLEDO, Ohio
Timothy Robert Croak
TOLEDO, Ohio
05

Office Locations

TOLEDO, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. CROAK ASSET MANAGEMENT, LLC (CRD# 297666) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.