SEC Form ADV

CRAWFORD FINANCIAL PLANNING & CONSULTING

Firm profile: Crawford Financial Planning & Consulting — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$171.6M

Assets Under Management

378

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-134936
Location: MODESTO, CA
Filing Date: February 18, 2026
AUM: $171.6M
Total Clients: 378
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

CRAWFORD FINANCIAL PLANNING & CONSULTING is a registered investment adviser headquartered in MODESTO, CA, managing approximately $171.6M in assets across 378 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings