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CRAWFORD FINANCIAL PLANNING & CONSULTING
CRAWFORD, GREGORY JASON
CRD 134936 · SEC 801-123570
3501 COFFEE ROAD, SUITE 6, MODESTO, CA, 95355, United States
Phone
209-571-0111
Fax
209-225-2769
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.6M
Discretionary AUM
$171.6M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $35.4M |
| High net worth individuals | 43 | $136.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD