Crosby Advisory Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

19 W Main St, Ashland, Ohio, 44805, Unit...

Phone Number

(855) 496-0770

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
2
1
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About Crosby Advisory Group

Crosby Advisory Group, LLC is a registered investment advisor that prioritizes personal and financial goals, offering customized financial plans tailored to individual needs. Their services include investment management, retirement planning, insurance protection, and business growth strategies. The firm operates in multiple states, including Ohio, Florida, Wisconsin, and Texas, and emphasizes a risk-aware approach to financial results. They provide a flat fee structure for managed investment accounts and do not charge upfront fees for financial plan construction.Explore more
Crosby Advisory Group's Social MediaPopular SearchesCrosby Advisory Group LLCCrosby Advisory CouncilCrosby Advisory IncCrosby Advisory GroupCrosby Advisory Services IncSIC Code 62,628NAICS Code 52,523Show more

Crosby Advisory Group Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crosby Advisory Group

<$5M
1-10
Private
-
2011
CF
Carol FitzgeraldChief Compliance Officer
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
11-50
Private
-
1997
MS
Meagan SinnigerManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1995
PA
Patricia AlbrightVice President - Team Leader
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Crosby Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crosby Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crosby Advisory Group.

Crosby Advisory Group Tech Stack

A closer look at the technologies used by Crosby Advisory Group

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Frequently Asked Questions Regarding Crosby Advisory Group

What is Crosby Advisory Group's official website?
Crosby Advisory Group's official website is www.crosbyadvisory.com
What is Crosby Advisory Group's Revenue?
Crosby Advisory Group's revenue is <$5 Million
What is Crosby Advisory Group's SIC code?
Crosby Advisory Group's SIC: 62,628
What is Crosby Advisory Group's NAICS code?
Crosby Advisory Group's NAICS: 52,523
How many employees does Crosby Advisory Group have?
Crosby Advisory Group has 1-10 employees
What industry does Crosby Advisory Group belong to?
Crosby Advisory Group is in the industry of: Finance, Insurance, Securities Trading
What is Crosby Advisory Group competition?
Crosby Advisory Group top competitors include: Bay Harbor Wealth Management, Phillip Allen, The Holland Group, Somerset Wealth Strategies
What technology does Crosby Advisory Group use?
Some of the popular technologies that Crosby Advisory Group uses are: Drupal, Google Font API, Google Tag Manager, jsDelivr
How do I contact Crosby Advisory Group?
Crosby Advisory Group contact info: Phone number: (855) 496-0770 Website: www.crosbyadvisory.com
What does Crosby Advisory Group do?

Crosby Advisory Group, LLC is a registered investment advisor that prioritizes personal and financial goals, offering customized financial plans tailored to individual needs. Their services include investment management, retirement planning, insurance protection, and business growth strategies. The firm operates in multiple states, including Ohio,... Florida, Wisconsin, and Texas, and emphasizes a risk-aware approach to financial results. They provide a flat fee structure for managed investment accounts and do not charge upfront fees for financial plan construction.Read More

What are Crosby Advisory Group social media links?
Crosby Advisory Group Linkedin page Crosby Advisory Group Facebook page
Is Crosby Advisory Group a public company?
Crosby Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Crosby Advisory Group

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