Crinite Financial Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,000,000
Total clients
405
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
405
Average account size
$148,148
About
The firm provides investment advisory services to individuals, trusts, small businesses and corporations. It offers portfolio management and financial planning through an advisor‑managed program and reports approximately $60 million in discretionary assets across roughly 405 client accounts.
Investment decisions are guided by a combination of fundamental and technical analysis and generally favor long‑term purchases of mutual funds, ETFs, stocks, MLPs and bonds, with short‑term trades used as appropriate. Clients are enrolled in the Vision2020 Wealth Management (Advisor Managed Portfolios) platform, which uses a risk‑tolerance questionnaire, efficient‑frontier plotting, portfolio optimization and Pershing custodial and execution services; the firm may manage accounts on a discretionary basis and conducts periodic reviews.
Notably, the firm’s advisory representatives are also registered representatives of a broker‑dealer and licensed insurance agents, and advisory activity is processed through that broker‑dealer and Pershing; the brochure discloses that representatives receive commissions on securities sales and that the broker‑dealer provides incentive programs and transitional loan funding. The combination of offering both commissionable securities and insurance products alongside advisory services, together with a relatively high client load for a solo adviser (about 405 clients), distinguishes this firm from many independent peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.00% $10,000,000+: .80%
Advisory Representatives may receive commissions on securities sold as registered representatives of Osaic Wealth.
Main office location
Crinite Financial Strategies
10091 Park Run Dr, Suite 200
Las Vegas NV 89145, United States
Number of offices
1
Most active in
Crinite Financial Strategies has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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