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Croak Asset Management
Toledo, Ohio
5.0
44 Reviews
Croak Asset Management is a small investment advisory firm headquartered in Toledo, OH. With one office, the firm employs a total of four dedicated professionals, all of whom specialize in providing expert investment advisory services. Renowned for their exceptional service and financial expertise, Croak Asset Management boasts an impressive average of approximately $35,730,000 in assets under management per investment advisor.
The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Croak ...see more
Assets Under Mgmt
$142.91M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Croak Asset Management
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