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Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting was established in 1984 as a US wealth manager and registered investment advisor. The firm delivers investment...
Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting was established in 1984 as a US wealth manager and registered investment advisor. The firm delivers investment advisory services, financial planning, portfolio management, and investment management. Clients include individuals, pension plans, trusts, and corporations. Operations remain centered in its Modesto headquarters with no disclosed expansion to additional regions. No information on team size, adjacent vehicles, or operational events from the last 24 months is available. The firm maintains a standard RIA structure without disclosed hybrid vehicles or succession details.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Modesto
Corporate office
Modesto, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Crawford Financial Planning & Consulting?
No named principals or CIO are disclosed in available sources.
Does Crawford Financial Planning & Consulting participate in fund commitments or only direct deals?
The firm provides portfolio management and advisory services; no fund commitments or direct deal activity is specified.
What investment stages does Crawford Financial Planning & Consulting typically target?
No stage preferences or allocation details are publicly stated.
Where does the underlying wealth come from?
Wealth origin is not disclosed beyond the firm's role as an RIA serving external clients.
Is Crawford Financial Planning & Consulting structured as a single family office?
No. The firm operates as a registered investment advisor serving multiple client types including pension plans and trusts.
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