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CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS
LONG BEACH, California
·
3 registered advisors
·
CRD# 330731
SEC# 801-130283
5
562.735.3875
01
Firm Overview
AUM
$251M
Regulatory assets under management
Employees
18
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
03
Specialties
Financial Planning
Investment Management
04
Advisors at CRUX WEALTH ADVISORS
3 registered advisors
David Colley
LONG BEACH, California
CRD# 4373786
Janet Lynn Messer
LONG BEACH, California
CRD# 5059140
Travis Price Alexander
LONG BEACH, California
CRD# 5504338
05
Office Locations
LONG BEACH, California
3 advisors
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Data sourced from SEC Form ADV filings. CRUX WEALTH ADVISORS (CRD# 330731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.