Investment adviser · CRD 127388
CRF FINANCIAL GROUP
Investment adviser filing (IA)
INDIANAPOLIS, IN, United States · Form ADV filed Jan 18, 2024
- Regulatory AUM
- $279M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 37 | $279,481,430 | 100.0% |
Filing source
Form ADV 1814770 · Jan 18, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 18, 2024. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
9247 N. MERIDIAN ST., SUITE 125INDIANAPOLIS, IN, 46260, United States
CRD 127388
Filing source
Form ADV 1814770 · Jan 18, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.