Crane Advisory, LLC
Crane Advisory, LLC (operating as Crane & Associates Wealth Management) is an independent investment advisory firm headquartered in Fullerton, California. Founded in 2021, the firm offers wealth management and comprehensive financial planning, specializing in retirement planning and tailored strategies for individuals and businesses. The firm is led by a team of experienced professionals and serves clients seeking individualized financial guidance. Crane Advisory, LLC employs approximately 12 people and is focused on delivering professional and practical investment solutions to its clients.
Investment Strategy
Crane Advisory, LLC utilizes a client-centric investment philosophy, constructing personalized portfolios based on each client's unique financial goals and risk tolerance. The firm emphasizes trust, honesty, and integrity, providing straight-forward financial advice and wealth management strategies. Its approach includes retirement planning and the development of integrated strategies for asset management and goal achievement for both individuals and businesses.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 17.22% | $109.6M | 177,541 | $379.16 | $612.38 | +$7.5M |
P PULS | PGIM ETF TR | 15.62% | $99.4M | 1,999,630 | $49.41 | $49.83 | +$3.5M |
V VUG | VANGUARD INDEX FDS | 13.08% | $83.2M | 171,081 | $263.79 | $479.61 | +$8.4M |
J JPST | J P MORGAN EXCHANGE TRADED F | 11.75% | $74.8M | 1,477,574 | $50.57 | $50.73 | +$3.0M |
V VTV | VANGUARD INDEX FDS | 7.63% | $48.6M | 261,047 | $136.99 | $186.49 | +$3.3M |