Crosby Advisory Group

  • Financial Services
  • Ashland OH
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
19 W Main St, Ashland OH
Website
crosbyadvisory.com
Phone
(855) 496-0770
Employees
6
Founded in
2011
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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Who is Crosby Advisory Group

Crosby Advisory Group, Inc. is a small, registered investment advisor firm headquartered in Ashland, Ohio. With three employees, the firm manages a revenue of $2.5 million. Crosby Advisory Group provides investment management and strategic wealth planning services tailored to each client's individual needs and circumstances. Their primary focus is on providing unbiased financial advice aimed at achieving long-term investment results. The firm distinguishes itself by its flexibility and adaptability, developing investment plans to generate passive income, accumulate long-term wealth, and protect assets. They consider each client's risk tolerance, investment timeframe, personal saving goals, economic conditions, and income goals when crafting a plan. Clients can connect with Crosby Advisory Group through their website at crosbyadvisory.com. As a fee-based advisor, their incentives are aligned with their clients' success.

Company Leadership

Macy Vogel

Director of Client Services

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Crosby Advisory Group Tech Stack

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FAQ

What is the location of Crosby Advisory Group's headquarters?
The headquarters of Crosby Advisory Group are situated at 19 W Main St, Ashland OH
What is Crosby Advisory Group's phone number?
Crosby Advisory Group's contact number is (855) 496-0770.
What is Crosby Advisory Group's official website?
The official website of Crosby Advisory Group can be found at crosbyadvisory.com.
What is Crosby Advisory Group's current revenue?
As of September 2023, Crosby Advisory Group's annual revenue reached $5B.
How many employees does Crosby Advisory Group currently have?
Crosby Advisory Group employs approximately 6+ people as of September 2023
Which industries is Crosby Advisory Group primarily operating in?
Crosby Advisory Group operates in the following industries: Finance, Credit
Who is the Director of Client Services of Crosby Advisory Group?
Crosby Advisory Group's Director of Client Services is Macy Vogel
When was Crosby Advisory Group founded?
Crosby Advisory Group was founded in 2011.