Rs Crum, Inc. is a large advisory firm based in Newport Beach. It manages $198.1 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.
Rs Crum provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rs Crum, Inc. is $198.1 million. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rs Crum, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rs Crum, Inc. is owned by Richard Scott Crum. Daniel Eric Sexton joined the executive team most recently as the Ceo.
The principal office where Rs Crum, Inc. performs its advisory services is located at 4 Upper Newport Plaza Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-428-9696 or by fax 949-428-9680. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.