Crawford Financial Planning & Consulting
Crawford Financial Planning & Consulting is an SEC-registered wealth manager in Modesto, CA with $171.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Crawford Financial Planning & Consulting: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134936, SEC 801-123570, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $171.6M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Modesto, CA
- Employees
- 2
- Clients
- 140
- CRD
- 134936
- Ownership
- CRAWFORD, GREGORY, JASON
How much AUM does Crawford Financial Planning & Consulting have?
Crawford Financial Planning & Consulting reported $171.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Crawford Financial Planning & Consulting?
Disclosed owners and executives of Crawford Financial Planning & Consulting include CRAWFORD, GREGORY, JASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.