Craft Asset Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

10950 Church St Apt 1221, Rancho Cucamon...

Phone Number

(813) 394-0984

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Craft Asset Management

Craft Wealth Services specializes in private wealth management, empowering high-net-worth individuals with tailored financial strategies and insights typically reserved for Wall Street insiders. Their services include portfolio management, financial planning, retirement planning, and estate planning, all designed to align with clients' unique goals and aspirations. The firm emphasizes client education, offering personalized guidance to help clients understand their financial journey while also providing the option for more hands-off management. Craft Wealth Services is dedicated to building dynamic financial futures for individuals and families.Explore more
Craft Asset Management's Social MediaPopular SearchesCraft Asset Management LLCCraft Asset ManagementAsset Craft Management LLCCraft Asset Management Group LLCCraft Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Craft Asset Management Org Chart

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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Craft Asset Management

<$5M
1-10
Private
-
2011
WH
William HennumDirector, Client Services
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
1-10
Private
-
2014
JT
James TaylorManaging Member & Financial Advisor
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Craft Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Craft Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Craft Asset Management.

Craft Asset Management Tech Stack

A closer look at the technologies used by Craft Asset Management

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Frequently Asked Questions Regarding Craft Asset Management

What is Craft Asset Management's official website?
Craft Asset Management's official website is www.craftassetmanagement.com
What is Craft Asset Management's Revenue?
Craft Asset Management's revenue is <$5 Million
What is Craft Asset Management's SIC code?
Craft Asset Management's SIC: 62,628
What is Craft Asset Management's NAICS code?
Craft Asset Management's NAICS: 52,523
How many employees does Craft Asset Management have?
Craft Asset Management has 1-10 employees
What industry does Craft Asset Management belong to?
Craft Asset Management is in the industry of: Finance, Securities Trading
What is Craft Asset Management competition?
Craft Asset Management top competitors include: ECL Private Wealth Management, Refined Wealth Management, Sterling Total Wealth Solutions, Ratcliff Financial Services
What technology does Craft Asset Management use?
Some of the popular technologies that Craft Asset Management uses are: NS1, Microsoft 365, Squarespace, Microsoft Exchange Online
How do I contact Craft Asset Management?
Craft Asset Management contact info: Phone number: (813) 394-0984 Website: www.craftassetmanagement.com
What does Craft Asset Management do?

Craft Wealth Services specializes in private wealth management, empowering high-net-worth individuals with tailored financial strategies and insights typically reserved for Wall Street insiders. Their services include portfolio management, financial planning, retirement planning, and estate planning, all designed to align with clients' unique goals... and aspirations. The firm emphasizes client education, offering personalized guidance to help clients understand their financial journey while also providing the option for more hands-off management. Craft Wealth Services is dedicated to building dynamic financial futures for individuals and families.Read More

What are Craft Asset Management social media links?
Craft Asset Management Linkedin page
Is Craft Asset Management a public company?
Craft Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Craft Asset Management

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