CROFT LEOMINSTER INC

BALTIMORE, Maryland·4 registered advisors·CRD# 105561

SEC# 801-32380410-576-0100

01

Firm Overview

AUM

$617M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Other: WE ARE GENERAL PTR FOR 4 LPS W/PERFORMANCE & MAINTENANCE FEES.

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at CROFT LEOMINSTER INC

4 registered advisors

Carol Aurell Croft

BALTIMORE, Maryland

Christina Lee Walters

BALTIMORE, Maryland

George Russell Croft

BALTIMORE, Maryland

Kent Gordon Croft

BALTIMORE, Maryland

05

Office Locations

BALTIMORE, Maryland

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Data sourced from SEC Form ADV filings. CROFT LEOMINSTER INC (CRD# 105561) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.