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CRANE INVESTMENTS INC
CRD 172755 · SEC 801-80507
301 FOREST AVENUE, LAGUNA BEACH, CA, 92651, United States
Phone
949-499-2020
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.2M
Discretionary AUM
$5.5M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $8.8M |
All web addresses on file
Official SEC filing: View on IAPD