Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting, established in 1984, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, and investment management.
Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting, established in 1984, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, and investment management. The firm offers advisory services to individuals, pension plans, trusts, and corporations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
—
Location
Region
—
Country
—
City
Modesto
Corporate office
3501 Coffee Rd Ste E 6
Frequently asked questions
What is Crawford Financial Planning & Consulting?
Crawford Financial Planning & Consulting is a bank / wealth / trust headquartered in Modesto.
When was Crawford Financial Planning & Consulting founded?
Crawford Financial Planning & Consulting was founded in 1984.
Where is Crawford Financial Planning & Consulting headquartered?
Crawford Financial Planning & Consulting is headquartered in Modesto.
What does Altss track for Crawford Financial Planning & Consulting?
Altss maintains an OSINT-verified profile of Crawford Financial Planning & Consulting covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Crawford Financial Planning & Consulting's website?
Crawford Financial Planning & Consulting's public website is crawfordfp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Crawford Financial Planning & Consulting?
Crawford Financial Planning & Consulting is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Crawford Financial Planning & Consulting?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Crawford Financial Planning & Consulting?
Crawford Financial Planning & Consulting's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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