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Long Beach
CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS

Tel: 562.735.3875 3444 E. Anaheim Street Long Beach, California 90804

About CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS is a Long Beach, California based financial advisory firm with nearly $250,845,143 in assets under management and provides investment advisory services for 659 clients. There are currently 18 financial advisors at the firm.

General Information
Firm CRD#:

330731

Firm SEC#:

801-130283

Assets Under Management:

$250,845,143

No. of Clients:

659

No. of Advisors:

18

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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