Adviser Profile
| As of Date | 10/06/2024 |
| Registration status | Registration Changed to CRAFT ASSET MANAGEMENT LLC |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 83,500,000 34% |
| of that, discretionary | 81,681,000 35% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 154,059 -10% |
| % High Net Worth | 4.96% -40% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds