CRAWFORD, GREGORY JASON
Legal name: CRAWFORD FINANCIAL PLANNING & CONSULTING
CRD #134936 SEC #801-123570 MODESTO, CA 209-571-0111
SEC Registered
Total AUM
$165.3M
Discretionary
$165.3M
Employees
2
Clients
10
Accounts
376
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $165.3M | $165.3M | $0 | 2 | 3 |
| Mar 2024 | $132.3M | $132.3M | $0 | 2 | 3 |
| Apr 2023 | $111M | $111M | $0 | 2 | 5 |
| Mar 2023 | $111M | $111M | $0 | 2 | 5 |
| Mar 2023 | $109M | $109M | $0 | 2 | 5 |
| Apr 2022 | $109M | $109M | $0 | 2 | 5 |
| Apr 2022 | $109M | $109M | $0 | 2 | 5 |
| Feb 2022 | $109M | $109M | $0 | 2 | 5 |
DateFeb 2025
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees2
Clients3
DateMar 2024
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees2
Clients3
DateApr 2023
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients5
DateApr 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients5
DateApr 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients5
DateFeb 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients5